ITI Dynamic Bond Fund Regular vs Aditya Birla Sun Life Dynamic Bond Fund compare
ITI Dynamic Bond Fund Regular - Growth
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Fund | ITI Dynamic Bond Fund Regular - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹39 Cr | ₹1918 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jul 2021 | 27 Sep 2004 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Bond Fund AIII Index | NIFTY Composite Debt Index B-III |
| Turn Over | % | 24% |
| Expense Ratio | 1.2 | 1.23 |
| Manager | Vikrant Mehta | Dhaval Joshi |
| ISIN Code | INF00XX01AT0 | INF209K01793 |
| 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 | 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 | ITI Dynamic Bond Fund Regular - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.41% | 0.51% |
| 6 Month | -0.19% | 1.47% |
| 1 Year | 4.89% | 7.3% |
| 3 Year | 6.35% | 7.75% |
| 5 Year | - | 6.84% |
SIP Return Analysis
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | -0.4% | 0.37% |
| 1 Year | 1.56% | 4.88% |
| 3 Year | 5.58% | 7.32% |
| 5 Year | - | 7.19% |
Rolling Lumpsum Returns
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 5.71% | 7.45% |
| 3 Year | 6.26% | 7.95% |
| 5 Year | - | 8.45% |
Risk Management
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 2.07% | 2.19% |
| Sharp | -0.16% | 0.46% |
| Beta | 0.78% | 0.96% |
| Alpha | -1.30% | -0.22% |
Fund Managers
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Name | Vikrant Mehta | Dhaval Joshi |
| Total AUM | ₹698 Cr | ₹361932 Cr |
| Funds Managed | 8 | 55 |
| ITI Dynamic Bond Fund Regular - Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns20.11%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns13.58%
Kotak Large Cap Fund - Growth
3Y Returns15.28%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.1%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.75%