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UTI Dynamic Bond Fund vs HSBC Dynamic Bond Fund compare
HSBC Dynamic Bond Fund - Regular Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹158 Cr | ₹534 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 27 Sep 2010 | 24 Jun 2010 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | CRISIL Dynamic Bond Fund AIII Index |
| Turn Over | 54% | 78% |
| Expense Ratio | 0.77 | 1.53 |
| Manager | Jalpan Shah | Sudhir Agrawal |
| ISIN Code | INF677K01916 | INF789F01JQ5 |
| Exits Load | HSBC Dynamic Bond Fund - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.08% | 1.02% |
| 6 Month | 5.73% | 5.21% |
| 1 Year | 10.83% | 9.89% |
| 3 Year | 7.74% | 7.35% |
| 5 Year | 5.83% | 8.88% |
SIP Return Analysis
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.25% | 3.01% |
| 1 Year | 10.75% | 10.15% |
| 3 Year | 8.79% | 8.4% |
| 5 Year | 6.94% | 8.93% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.09% | 8.25% |
| 3 Year | 7.22% | 8.9% |
| 5 Year | 6.92% | 6.56% |
Risk Management
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.606% | 4.308% |
| Sharp | -0.182% | 0.478% |
| Beta | 0.578% | -0.605% |
| Alpha | -0.256% | 2.065% |
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Fund Managers
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Jalpan Shah | Sudhir Agrawal |
| Total AUM | ₹16521 Cr | ₹7736 Cr |
| Funds Managed | 6 | 6 |
| HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Dynamic Bond Fund - Regular Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Dynamic Bond Fund - Regular Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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