Aditya Birla Sun Life Dynamic Bond Fund vs UTI Dynamic Bond Fund compare
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Moderate Risk |
Asset Size (Cr) | ₹1730 Cr | ₹534 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 27 Sep 2004 | 24 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 | 1.53 |
Manager | Dhaval Joshi | Sudhir Agrawal |
ISIN Code | INF209K01793 | INF789F01JQ5 |
Exits Load | Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./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 | 0.42% | 0.4% |
6 Month | 3.27% | 3.16% |
1 Year | 7.78% | 7.15% |
3 Year | 7.38% | 8.63% |
5 Year | 6.89% | 8.86% |
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 | 7.54% | 6.99% |
3 Year | 7.75% | 7.48% |
5 Year | 7.18% | 8.41% |
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 | 7.24% | 8.25% |
3 Year | 7.95% | 8.9% |
5 Year | 8.51% | 6.56% |
Risk Management
Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.511% | 4.322% |
Sharp | 0.403% | 0.476% |
Beta | 0.842% | -0.639% |
Alpha | 0.804% | 2.23% |
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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 | 100.02 | 100.01 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.02 | 100.01 |
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