UTI Dynamic Bond Fund vs Aditya Birla Sun Life Dynamic Bond Fund compare
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹1940 Cr | ₹477 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 27 Sep 2004 | 24 Jun 2010 |
Category | Dynamic Bond | Dynamic Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Composite Debt Index B-III | CRISIL Dynamic Bond Fund AIII Index |
Turn Over | 24% | 78% |
Expense Ratio | 1.23 | 1.53 |
Manager | Dhaval Joshi | Sudhir Agrawal |
ISIN Code | INF209K01793 | INF789F01JQ5 |
Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.74% | -0.59% |
6 Month | 5.09% | 4.64% |
1 Year | 9.53% | 8.88% |
3 Year | 8.99% | 7.33% |
5 Year | 7.35% | 8.45% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.96% | 1.81% |
1 Year | 8.88% | 8.16% |
3 Year | 8.57% | 7.98% |
5 Year | 7.79% | 8.67% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.34% | 8.25% |
3 Year | 7.95% | 8.89% |
5 Year | 8.49% | 7.05% |
Risk Management
Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.62% | 1.72% |
Sharp | 0.94% | 0.48% |
Beta | 1.16% | 0.86% |
Alpha | 0.31% | -0.80% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Sudhir Agrawal |
Total AUM | ₹361932 Cr | ₹7736 Cr |
Funds Managed | 55 | 6 |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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