Aditya Birla Sun Life Dynamic Bond Fund vs SBI Dynamic Bond Fund compare
SBI Dynamic Bond Fund - Regular Plan - Growth
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Fund | SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4961 Cr | ₹1918 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Feb 2004 | 27 Sep 2004 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt TRI | NIFTY Composite Debt Index B-III |
| Turn Over | 78% | 24% |
| Expense Ratio | 1.4 | 1.23 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01958 | INF209K01793 |
| Exits Load | SBI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.16% | -0.03% |
| 6 Month | 0.56% | 1.2% |
| 1 Year | 6.37% | 7.52% |
| 3 Year | 7.35% | 7.61% |
| 5 Year | 5.53% | 6.81% |
SIP Return Analysis
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.89% | 0.93% |
| 1 Year | 4.81% | 5.76% |
| 3 Year | 6.9% | 7.56% |
| 5 Year | 6.63% | 7.33% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.25% | 7.44% |
| 3 Year | 7.5% | 7.92% |
| 5 Year | 7.3% | 8.42% |
Risk Management
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 2.50% | 2.19% |
| Sharp | 0.32% | 0.46% |
| Beta | 1.08% | 0.96% |
| Alpha | -0.56% | -0.22% |
Fund Managers
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
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