UTI Dynamic Bond Fund vs SBI Dynamic Bond Fund compare
SBI Dynamic Bond Fund - Regular Plan - Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4739 Cr | ₹455 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Feb 2004 | 24 Jun 2010 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt TRI | CRISIL Dynamic Bond Fund AIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.4 | 1.53 |
| Manager | Pradeep Kesavan | Sudhir Agrawal |
| ISIN Code | INF200K01958 | INF789F01JQ5 |
| Exits Load | SBI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.4% | 0.58% |
| 6 Month | 0.63% | 1.28% |
| 1 Year | 6.06% | 6.49% |
| 3 Year | 7.53% | 7.09% |
| 5 Year | 5.54% | 8.31% |
SIP Return Analysis
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.64% | 0.69% |
| 1 Year | 5.05% | 5.36% |
| 3 Year | 7.05% | 7.07% |
| 5 Year | 6.66% | 7.95% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.25% | 8.29% |
| 3 Year | 7.47% | 8.84% |
| 5 Year | 7.3% | 7.65% |
Risk Management
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.50% | 2.07% |
| Sharp | 0.29% | 0.10% |
| Beta | 1.26% | 1.04% |
| Alpha | -0.73% | -0.99% |
Fund Managers
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Sudhir Agrawal |
| Total AUM | ₹434274 Cr | ₹7736 Cr |
| Funds Managed | 43 | 6 |
| SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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