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HSBC Dynamic Bond Fund vs UTI Dynamic Bond Fund compare

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tortoise-icon HSBC Dynamic Bond Fund - Regular Growth

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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 HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Fund HSBC 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) ₹158 Cr ₹534 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Sep 2010 24 Jun 2010
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index CRISIL Dynamic Bond Fund AIII Index
Turn Over 54% 78%
Expense Ratio 0.77 1.53
Manager Jalpan Shah Sudhir Agrawal
ISIN Code INF677K01916 INF789F01JQ5
Exits Load HSBC Dynamic Bond Fund - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Month 0.22% 0.38%
6 Month 3.01% 3.11%
1 Year 7.42% 7.06%
3 Year 6.35% 8.85%
5 Year 5.38% 8.7%

SIP Return Analysis

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month 1.16% 1.29%
1 Year 6.94% 7.01%
3 Year 7.27% 7.3%
5 Year 5.97% 8.34%

Rolling Lumpsum Returns

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 7.09% 8.25%
3 Year 7.22% 8.9%
5 Year 6.92% 6.56%

Risk Management

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.601% 4.322%
Sharp -0.125% 0.476%
Beta 0.538% -0.639%
Alpha -0.311% 2.23%

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Fund Managers

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Name Jalpan Shah Sudhir Agrawal
Total AUM ₹16521 Cr ₹7736 Cr
Fund Manage 6 6
HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Dynamic Bond Fund - Regular Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 100 99.99999

Sector Allocation

Scheme Name

HSBC Dynamic Bond Fund - Regular Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 100 99.99999

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