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) | ₹4739 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 | 0.37% | 0.81% |
| 6 Month | 0.5% | 1.54% |
| 1 Year | 5.89% | 7.35% |
| 3 Year | 7.59% | 7.84% |
| 5 Year | 5.56% | 6.9% |
SIP Return Analysis
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.64% | 0.99% |
| 1 Year | 5.05% | 6.53% |
| 3 Year | 7.05% | 7.83% |
| 5 Year | 6.66% | 7.47% |
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% | 7.45% |
| 3 Year | 7.47% | 7.95% |
| 5 Year | 7.3% | 8.45% |
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% | 2.20% |
| Sharp | 0.29% | 0.40% |
| Beta | 1.26% | 1.12% |
| Alpha | -0.73% | -0.41% |
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 |
Top Comparisons
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
3Y Returns19.27%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.78%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.11%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.26%
Bandhan Small Cap Fund Regular Growth
3Y Returns30.73%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns14.56%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns25.15%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns18.29%