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) | ₹1914 Cr | ₹463 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 | 0.95% | 0.73% |
6 Month | 2.49% | 1.96% |
1 Year | 7.26% | 6.32% |
3 Year | 7.88% | 7.11% |
5 Year | 6.88% | 8.37% |
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 | 1.11% | 0.65% |
1 Year | 7.05% | 5.61% |
3 Year | 8% | 7.17% |
5 Year | 7.57% | 8.02% |
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 | 7.45% | 8.29% |
3 Year | 7.95% | 8.84% |
5 Year | 8.45% | 7.65% |
Risk Management
Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.20% | 2.07% |
Sharp | 0.40% | 0.10% |
Beta | 1.12% | 1.04% |
Alpha | -0.41% | -0.99% |
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 |
Top Comparisons
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.89%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns16.32%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.41%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.61%
ITI Multi Cap Fund Regular - Growth
3Y Returns19.55%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns19.61%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.88%
HDFC Corporate Bond Fund - Growth Option
3Y Returns8%