SBI Dynamic Bond Fund vs UTI Dynamic Bond Fund compare
SBI Dynamic Bond Fund - Regular Plan - Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4961 Cr | ₹456 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Feb 2004 | 24 Jun 2010 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt TRI | CRISIL Dynamic Bond Fund AIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.4 | 1.53 |
| Manager | Pradeep Kesavan | Sudhir Agrawal |
| ISIN Code | INF200K01958 | INF789F01JQ5 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.3% | 0.17% |
| 6 Month | 0.98% | 1.32% |
| 1 Year | 5.12% | 5.95% |
| 3 Year | 7.06% | 7.01% |
| 5 Year | 5.45% | 8.35% |
SIP Return Analysis
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.96% | 1.11% |
| 1 Year | 4.45% | 5.05% |
| 3 Year | 6.82% | 7% |
| 5 Year | 6.62% | 7.82% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.25% | 8.21% |
| 3 Year | 7.5% | 8.82% |
| 5 Year | 7.29% | 7.82% |
Risk Management
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.92% | 6.55% |
| Sharp | 0.09% | 0.71% |
| Beta | 0.89% | 0.13% |
| Alpha | 0.22% | 4.68% |
Fund Managers
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Sudhir Agrawal |
| Total AUM | ₹434274 Cr | ₹7736 Cr |
| Funds Managed | 43 | 6 |
| SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ITI Multi Cap Fund Regular - Growth
3Y Returns17.67%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns18.25%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns12.75%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.74%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23.39%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns15.32%