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UTI Dynamic Bond Fund vs Aditya Birla Sun Life Dynamic Bond Fund compare

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tortoise-icon Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

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tortoise-icon UTI Dynamic Bond Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹1928 Cr ₹482 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 -0.57% -0.99%
6 Month 4.12% 3.5%
1 Year 7.59% 6.77%
3 Year 7.49% 6.96%
5 Year 6.88% 8.32%

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 0.92% 0.72%
1 Year 6.94% 6.13%
3 Year 8.02% 7.42%
5 Year 7.52% 8.27%

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 7.44% 8.33%
3 Year 8% 8.86%
5 Year 8.47% 7.44%

Risk Management

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Standard Deviation 2.07% 1.82%
Sharp 0.52% 0.34%
Beta 1.04% 0.91%
Alpha -0.39% -0.66%

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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