UTI Dynamic Bond Fund vs ITI Dynamic Bond Fund Regular compare
ITI Dynamic Bond Fund Regular - Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI 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) | ₹47 Cr | ₹534 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Jul 2021 | 24 Jun 2010 |
Category | Dynamic Bond | Dynamic Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Dynamic Bond Fund AIII Index | CRISIL Dynamic Bond Fund AIII Index |
Turn Over | % | 78% |
Expense Ratio | 1.2 | 1.53 |
Manager | Vikrant Mehta | Sudhir Agrawal |
ISIN Code | INF00XX01AT0 | INF789F01JQ5 |
Exits Load | ITI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.08% | 0.03% |
6 Month | 3.97% | 4.33% |
1 Year | 8.37% | 8.96% |
3 Year | 7% | 7.34% |
5 Year | - | 8.63% |
SIP Return Analysis
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.81% | 2.43% |
1 Year | 7.82% | 8.94% |
3 Year | 7.69% | 8.14% |
5 Year | - | 8.75% |
Rolling Lumpsum Returns
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.62% | 8.25% |
3 Year | 5.89% | 8.89% |
5 Year | - | 7.05% |
Risk Management
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.572% | 4.308% |
Sharp | -0.065% | 0.478% |
Beta | 0.417% | -0.605% |
Alpha | -0.194% | 2.065% |
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Fund Managers
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vikrant Mehta | Sudhir Agrawal |
Total AUM | ₹698 Cr | ₹7736 Cr |
Funds Managed | 8 | 6 |
ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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