HSBC Dynamic Bond Fund vs ITI Dynamic Bond Fund Regular compare
ITI Dynamic Bond Fund Regular - Growth
HSBC Dynamic Bond Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
Fund | ITI Dynamic Bond Fund Regular - Growth | HSBC Dynamic Bond Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹39 Cr | ₹176 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Jul 2021 | 27 Sep 2010 |
Category | Dynamic Bond | Dynamic Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Dynamic Bond Fund AIII Index | BSE India Bond Index |
Turn Over | % | 54% |
Expense Ratio | 1.2 | 0.77 |
Manager | Vikrant Mehta | Jalpan Shah |
ISIN Code | INF00XX01AT0 | INF677K01916 |
Exits Load | ITI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Dynamic Bond Fund - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
1 Month | -0.21% | 0.43% |
6 Month | 1.57% | 3.16% |
1 Year | 4.94% | 6.08% |
3 Year | 6.24% | 6.91% |
5 Year | - | 5.31% |
SIP Return Analysis
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
6 Month | -0.66% | 0.02% |
1 Year | 2.73% | 4.86% |
3 Year | 6.06% | 7.11% |
5 Year | - | 6.24% |
Rolling Lumpsum Returns
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
1 Year | 5.76% | 7.25% |
3 Year | 6.16% | 7.26% |
5 Year | - | 6.55% |
Risk Management
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.07% | 2.42% |
Sharp | -0.26% | 0.01% |
Beta | 0.87% | 1.14% |
Alpha | -1.14% | -0.79% |
Fund Managers
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
Name | Vikrant Mehta | Jalpan Shah |
Total AUM | ₹698 Cr | ₹16521 Cr |
Funds Managed | 8 | 6 |
ITI Dynamic Bond Fund Regular - Growth | HSBC Dynamic Bond Fund - Regular Growth |
Market Cap
Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Flexicap Fund - Growth
3Y Returns18.32%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.1%
ITI Flexi Cap Fund Regular - Growth
3Y Returns0%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.1%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.34%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.64%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.53%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.44%