41
Dividend YieldAvoid
UTI Dividend Yield Gr Dir
UTI · Direct–Growth · rank #7 of 12 by Smart Score
Data updated
Trailing returns
1 Year
0.9%
-2.1% vs index
3 Years
13.7%
+2.2% vs index
5 Years
11.2%
+0.8% vs index
Since launch
13.2%
Why this score
UTI Dividend Yield Gr Dir scores 41/100 — #7 of 12 Dividend Yield fund (Avoid). It stands out for fund size and sharpe ratio — beating 71% of peers on fund size. The main drag is its 5y return (better than only 19% of peers).
Each bar shows the fund's percentile vs Dividend Yield peers — a longer bar beats more of the category.
5Y return11.15% · 19th percentile in category
Expense ratio1.46% · 14th percentile in category
1Y return0.94% · 15th percentile in category
Fund size3813.56 Cr · 71st percentile in category
Sharpe ratio0.76 · 61st percentile in category
3Y return13.72% · 50th percentile in category
Top holdings
1.HDFC Bank Ltd8.24%
2.ICICI Bank Ltd5.83%
3.State Bank of India3.37%
4.Tech Mahindra Ltd3.14%
5.Bharti Airtel Ltd3.1%
54 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.