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) | ₹39 Cr | ₹471 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 | -0.27% | 0.31% |
6 Month | 3.01% | 4.36% |
1 Year | 7.22% | 8.38% |
3 Year | 6.74% | 7.36% |
5 Year | - | 8.31% |
SIP Return Analysis
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.86% | 1.87% |
1 Year | 6.14% | 8.34% |
3 Year | 7.27% | 8.1% |
5 Year | - | 8.7% |
Rolling Lumpsum Returns
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.76% | 8.33% |
3 Year | 6.16% | 8.86% |
5 Year | - | 7.44% |
Risk Management
Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.79% | 1.83% |
Sharp | 0.14% | 0.33% |
Beta | 0.73% | 0.88% |
Alpha | -0.91% | -0.81% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns7.22%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.22%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns22.83%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns14.49%
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns13.5%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.85%
Mahindra Manulife Low Duration Fund - Regular Plan - Growth
3Y Returns6.86%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.93%