ITI Dynamic Bond Fund Regular vs UTI Dynamic Bond Fund compare

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tortoise-icon ITI 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 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 Low to Moderate Moderate
Asset Size (Cr) ₹54 Cr ₹465 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 14 Jul 2021 23 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 1.19 1.54
Manager Vikrant Mehta Sudhir Agrawal
ISIN Code INF00XX01AT0 INF789F01JQ5
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Month 0.31% 0.19%
6 Month 4.36% 4.28%
1 Year 8.58% 8.83%
3 Year 5.68% 7.95%
5 Year - 8.17%

SIP Return Analysis

Scheme Name ITI Dynamic Bond Fund Regular - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.35% 8.69%
3 Year 6.92% 7.93%
5 Year - 8.68%

Rolling Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 5.48% 8.16%
3 Year 5.6% 8.93%
5 Year - 6.5%

Risk Management

Scheme Name ITI Dynamic Bond Fund Regular - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.06% 6.55%
Sharp - 0.71%
Beta - 0.13%
Alpha - 4.68%

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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
Fund Manage 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 89.72 100.01

Sector Allocation

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 89.72 7.16
Sovereign - 85.02
Financial - 7.83

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