Which funds are similar to UTI Dividend Yield Fund Direct-Growth?
Funds similar to UTI Dividend Yield Fund Direct-Growth in the Equity: Thematic-Dividend Yield category include SBI Dividend Yield Fund Direct-Growth, ICICI Prudential Dividend Yield Equity Fund Direct-Growth, and HDFC Dividend Yield Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Dividend Yield Fund Direct-Growth in its category?
On a 3-year return basis UTI Dividend Yield Fund Direct-Growth is ranked 4 out of 7 funds in the Equity: Thematic-Dividend Yield category as of 16 Jul 2026. On a 5-year return basis it ranks 5 out of 6. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI Dividend Yield Fund Direct-Growth's expense ratio compare to similar funds?
UTI Dividend Yield Fund Direct-Growth has an expense ratio of 1.46%. The peers SBI Dividend Yield Fund Direct-Growth has an expense ratio of 1.08% and ICICI Prudential Dividend Yield Equity Fund Direct-Growth has 0.76%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Dividend Yield Fund Direct-Growth's AUM compare to similar funds?
UTI Dividend Yield Fund Direct-Growth has an AUM of ₹3,749.04 crore. The peers SBI Dividend Yield Fund Direct-Growth has an AUM of ₹8,473.81 crore and ICICI Prudential Dividend Yield Equity Fund Direct-Growth has ₹6,629.59 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Dividend Yield?
The top performing fund in the Equity: Thematic-Dividend Yield category on a 3-year basis is LIC MF Dividend Yield Fund Direct-Growth with a CAGR of 20.43% as of 16 Jul 2026. UTI Dividend Yield Fund Direct-Growth has delivered 15.25% CAGR over the same period, ranking 4 out of 7 funds. You can view and compare the full category ranking on sharpely.
How does UTI Dividend Yield Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Dividend Yield Fund Direct-Growth has a Sharpe ratio of 0.71 compared to the Equity: Thematic-Dividend Yield average of 0.66 as of 16 Jul 2026. It ranks 3 out of 9 funds in its category on Sharpe ratio.
