SBI Dividend Yield Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G)

SBI Dividend Yield Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G)

stock1

SBI Dividend Yield Fund - Direct (G)

5.4%

stock2

UTI-Mid Cap Fund - Direct (G)

3.81%

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About Fund

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Stock Holding Corporation of India Limited Citibank NA HDFC Bank Limited

Computer Age Management Services Pvt Ltd.(CAMS) Datamatics Financial Software & services Limited Karvy Computershare Pvt. Ltd. UTI Technology Services Ltd.

Very High Risk

5000

8473.81

1.12

16.1208

February 20, 2023

0

Very High Risk

5000

12122.33

1.83

347.379

January 1, 2013

0

-

12.31 %

5.4 %

13.51 %

13.74 %

3.81 %

Rohit Shimpi

B. Com, PGDBM, CFA Charterholder

Rohit Shimpi, Fund Manager, Portfolio Management Services (PMS) of SBI Funds Management Limited (SBIFML) has been transferred to Mutual Fund Department w.e.f. November 01, 2018 and is responsible for fund management and advisory services. Rohit joined SBIFML in 2006 as Equity Analyst. He had also been managing our Offshore Fund between March 2011 - October 2015. Rohit then moved to PMS division of SBIFML as Fund Manager in October 2015. Before joining SBIFML, he had worked with SGA News Ltd (Television 18 Group) as a Research Analyst for the firm's flagship financial news channel, CNBC TV18. Prior to that, he was a researcher with JP Morgan's offshore research centre. Rohit started his career as a management trainee with HDFC Standard Life Insurance.

Ankit Agarwal

PGDM, Indian Institute of Management (IIM) Bangalore, B. Tech National Institute of Technology, Trichy

Ankit Agarwal joined UTI in August 2019. Presently he has been designated as Fund Manager; managing Mr. Ankit Agarwal has an impressive career with over 20 years of investment experience across asset management, portfolio management, equity research, and capital markets. Mr. Agarwal was engaged with UTI AMC, where he gained extensive experience in equity research across healthcare, telecom, technology and midcap sectors. He also contributed to Barclays Wealth, providing investment research and insights tailored for high-net-worth clients. Mr. Agarwal's professional journey includes global exposure through roles at Lehman Brothers (London), BNP Paribas (Hong Kong) and D. E. Shaw (Proprietary trading systems).

Anoop Bhaskar

B.Com., MBA (Finance).

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 2007-Jan 2016), Sundaram AMC (Aug 2003-Mar 2007), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

Lalit Nambiar

B.Com.,MMS and CFA., B.Com., MMS, CFA

Prior to joining UTI AMC (Since Aug -2008),he was with SBI Capital Markets Ltd.as AVP in Research Dept., as Research Analyst with UTI Sec Ltd. and with IIT Investrust Ltd. as Sr.Manager in Research Dept.

Vishal Chopda

BE, PGDM, CFS

He has completed his BE from Mumbai University. He is a CFA Charter holder from The CFA Institute, USA and also holds a PGDM from MDI, Gurgaon. He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with CARE Ratings (Credit Analysis and Research Ltd).

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