Aditya Birla Sun Life Dynamic Bond Fund vs UTI Dynamic Bond Fund compare

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tortoise-icon Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

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tortoise-icon UTI Dynamic Bond Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1697 Cr ₹560 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Sep 2004 24 Jun 2010
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark NIFTY Composite Debt Index B-III CRISIL Dynamic Bond Fund AIII Index
Turn Over 24% 78%
Expense Ratio 1.23 1.54
Manager Dhaval Joshi Sudhir Agrawal
ISIN Code INF209K01793 INF789F01JQ5
Exits Load 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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Month 0.63% 0.75%
6 Month 4.83% 4.63%
1 Year 9.55% 9.47%
3 Year 7.12% 8.17%
5 Year 7.28% 8.36%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.86% 8.54%
3 Year 8.01% 7.91%
5 Year 7.31% 8.65%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 7.19% 8.16%
3 Year 8.02% 8.93%
5 Year 8.52% 6.5%

Risk Management

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Standard Deviation 2.47% 6.55%
Sharp 0.36% 0.71%
Beta 0.92% 0.13%
Alpha 0.93% 4.68%

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Fund Managers

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Name Dhaval Joshi Sudhir Agrawal
Total AUM ₹361932 Cr ₹7736 Cr
Fund Manage 55 6
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 100.02 99.99

Sector Allocation

Scheme Name

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 100.02 10.8
Sovereign - 81.25
Financial - 7.94

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