Aditya Birla Sun Life Dynamic Bond Fund vs UTI Dynamic Bond Fund compare

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tortoise-icon Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

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tortoise-icon UTI Dynamic Bond Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1708 Cr ₹465 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Sep 2004 23 Jun 2010
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark NIFTY Composite Debt Index B-III CRISIL Dynamic Bond Fund AIII Index
Turn Over 24% 78%
Expense Ratio 1.23 1.54
Manager Dhaval Joshi Sudhir Agrawal
ISIN Code INF209K01793 INF789F01JQ5
Exits Load Exit load of 0.50% if units in excess of 15% are redeemed or switched-out within 90 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Month 0.99% 0.86%
6 Month 4.4% 3.87%
1 Year 8.34% 8.02%
3 Year 6.85% 10.75%
5 Year 5.55% 7.81%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.59% 3.5%
3 Year 10.83% 12.2%
5 Year 17.52% 22.86%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 5.75% 7.56%
3 Year 14.51% 19.75%
5 Year 18.18% 23.5%

Risk Management

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Standard Deviation 2.47% 6.55%
Sharp 0.36% 0.71%
Beta 0.92% 0.13%
Alpha 0.93% 4.68%

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Fund Managers

Scheme Name Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option
Name Dhaval Joshi Sudhir Agrawal
Total AUM ₹361932 Cr ₹7736 Cr
Fund Manage 55 6
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan UTI Dynamic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 100.04 100.01

Sector Allocation

Scheme Name

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Sovereign 86.06 85.02
Financial 7.51 7.83
Others 5.19 7.16
Construction 1.28 -

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