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UTI Dividend Yield Fund Plan Growth
Equity
Thematic
Very High Risk
+20.32%
3Y annualised
-0.65% 1D
NAV: 09 Jan '26
₹180.12
Min. SIP amount
Not Supported
Fund size
₹3,945.70 Cr
Expense ratio
2.01%
Holdings (58)
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +20.3% | +17.1% | +14.9% | +15.0% |
| Category average (Equity Thematic) | +19.6% | +19.4% | +15.2% | -- |
| Rank (Equity Thematic) | 3 | 4 | 5 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed less than 1 year
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
AKPAmit Kumar PremchandaniNov 2022 - PresentView details
AKP
Amit Kumar Premchandani
Nov 2022 - Present
View details
About UTI Dividend Yield Fund Plan Growth
UTI Dividend Yield Fund Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Amit Kumar Premchandani is the Current Fund Manager of UTI Dividend Yield Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,00,535 Cr and the Latest NAV as of 09 Jan 2026 is ₹180.12.
The UTI Dividend Yield Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed less than 1 year
;
Investment Objective
The scheme seeks to generate long term capital appreciation and income by investing predominantly in dividend yielding equity and equity related securities.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#8 in India
Total AUM₹4,00,535.15 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,