Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Dynamic Bond Fund vs ITI Dynamic Bond Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Dynamic Bond Fund Regular - Growth

Invest Now

tortoise-icon SBI Dynamic Bond Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Fund ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹43 Cr ₹3805 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jul 2021 09 Feb 2004
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark CRISIL Dynamic Bond Fund AIII Index NIFTY Composite Debt TRI
Turn Over % 78%
Expense Ratio 1.2 1.4
Manager Vikrant Mehta Pradeep Kesavan
ISIN Code INF00XX01AT0 INF200K01958
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 SBI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
1 Month -0.9% -0.73%
6 Month 2.03% 3.07%
1 Year 5.88% 6.09%
3 Year 6.39% 7.6%
5 Year - 5.64%

SIP Return Analysis

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
6 Month -0.02% 0.54%
1 Year 4.24% 5.48%
3 Year 6.67% 7.39%
5 Year - 6.73%

Rolling Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
1 Year 5.76% 6.26%
3 Year 6.16% 7.47%
5 Year - 7.33%

Risk Management

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Standard Deviation 1.82% 2.40%
Sharp 0.02% 0.49%
Beta 0.75% 1.17%
Alpha -1.02% -0.48%

Fund Managers

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Name Vikrant Mehta Pradeep Kesavan
Total AUM ₹698 Cr ₹434274 Cr
Funds Managed 8 43
ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

SBI Dynamic Bond Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

SBI Dynamic Bond Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns24.66%

VS

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns9.44%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns22.55%

VS

Tata Mid Cap Fund Regular Plan- Growth Option Tata Mid Cap Fund Regular Plan- Growth Option

3Y Returns20.53%

Compare Now

SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth

3Y Returns0%

VS

SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns24.03%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully