- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹171 Cr | ₹456 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 | -0.44% | 0.15% |
| 6 Month | 0.24% | 1.19% |
| 1 Year | 4.85% | 5.88% |
| 3 Year | 6.78% | 7% |
| 5 Year | 4.83% | 8.32% |
SIP Return Analysis
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.67% | 1.11% |
| 1 Year | 3.78% | 5.05% |
| 3 Year | 6.73% | 7% |
| 5 Year | 6.23% | 7.82% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.14% | 8.21% |
| 3 Year | 7.2% | 8.82% |
| 5 Year | 6.48% | 7.82% |
Risk Management
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.42% | 6.55% |
| Sharp | 0.11% | 0.71% |
| Beta | 1.10% | 0.13% |
| Alpha | -0.79% | 4.68% |
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 |
Top Comparisons
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.55%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.2%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.43%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.17%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.05%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.84%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns18.63%
Quant BFSI Fund Regular - Growth
3Y Returns0%
