ITI Dynamic Bond Fund Regular vs UTI Dynamic Bond Fund compare
ITI Dynamic Bond Fund Regular - Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹116 Cr | ₹457 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Jul 2021 | 24 Jun 2010 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Bond Fund AIII Index | CRISIL Dynamic Bond Fund AIII Index |
| Turn Over | % | 78% |
| Expense Ratio | 1.2 | 1.53 |
| Manager | Vikrant Mehta | Sudhir Agrawal |
| ISIN Code | INF00XX01AT0 | INF789F01JQ5 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.01% | - |
| 6 Month | -0.18% | 1.27% |
| 1 Year | 3.9% | 5.98% |
| 3 Year | 6.03% | 6.89% |
| 5 Year | - | 8.32% |
SIP Return Analysis
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.18% | 0.72% |
| 1 Year | 1.45% | 4.16% |
| 3 Year | 5.4% | 6.66% |
| 5 Year | - | 7.65% |
Rolling Lumpsum Returns
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.71% | 8.18% |
| 3 Year | 6.26% | 8.81% |
| 5 Year | - | 7.84% |
Risk Management
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.08% | 6.55% |
| Sharp | -0.23% | 0.71% |
| Beta | 0.82% | 0.13% |
| Alpha | -1.24% | 4.68% |
Fund Managers
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Sudhir Agrawal |
| Total AUM | ₹698 Cr | ₹7736 Cr |
| Funds Managed | 8 | 6 |
| ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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