Aditya Birla Sun Life Dynamic Bond Fund vs UTI Dynamic Bond Fund compare
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1918 Cr | ₹455 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 | 1.53 |
| 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 | 0.51% | 0.58% |
| 6 Month | 1.47% | 1.28% |
| 1 Year | 7.3% | 6.49% |
| 3 Year | 7.75% | 7.09% |
| 5 Year | 6.84% | 8.31% |
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 | 0.4% | 0.15% |
| 1 Year | 5.07% | 4.06% |
| 3 Year | 7.4% | 6.67% |
| 5 Year | 7.24% | 7.72% |
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 | 7.45% | 8.29% |
| 3 Year | 7.95% | 8.84% |
| 5 Year | 8.45% | 7.65% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.19% | 2.06% |
| Sharp | 0.46% | 0.18% |
| Beta | 0.96% | 0.89% |
| Alpha | -0.22% | -0.75% |
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 |
| Funds Managed | 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 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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