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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) | ₹47 Cr | ₹534 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 | 1.45% | 1.86% |
| 6 Month | 5.24% | 5.24% |
| 1 Year | 10.55% | 10.5% |
| 3 Year | 7.14% | 9.84% |
| 5 Year | - | 9.09% |
SIP Return Analysis
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.35% | 3.52% |
| 1 Year | 10.75% | 10.9% |
| 3 Year | 8.45% | 8.58% |
| 5 Year | - | 9.1% |
Rolling Lumpsum Returns
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.57% | 8.25% |
| 3 Year | 5.79% | 8.9% |
| 5 Year | - | 6.56% |
Risk Management
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.572% | 4.308% |
| Sharp | -0.065% | 0.478% |
| Beta | 0.417% | -0.605% |
| Alpha | -0.194% | 2.065% |
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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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