- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Dynamic Bond Fund Regular vs UTI Dynamic Bond Fund compare
ITI Dynamic Bond Fund Regular - Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderate | Moderate |
| Asset Size (Cr) | ₹47 Cr | ₹534 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Jul 2021 | 24 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 | 1.2 | 1.53 |
| Manager | Vikrant Mehta | Sudhir Agrawal |
| ISIN Code | INF00XX01AT0 | INF789F01JQ5 |
| Exits Load | ITI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.01% | 2.25% |
| 6 Month | 5.25% | 5.08% |
| 1 Year | 10.68% | 10.45% |
| 3 Year | 7.15% | 9.78% |
| 5 Year | - | 9.01% |
SIP Return Analysis
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.35% | 3.52% |
| 1 Year | 10.75% | 10.9% |
| 3 Year | 8.45% | 8.58% |
| 5 Year | - | 9.1% |
Rolling Lumpsum Returns
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.57% | 8.25% |
| 3 Year | 5.79% | 8.9% |
| 5 Year | - | 6.56% |
Risk Management
| Scheme Name | ITI Dynamic Bond Fund Regular - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.572% | 4.308% |
| Sharp | -0.065% | 0.478% |
| Beta | 0.417% | -0.605% |
| Alpha | -0.194% | 2.065% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Dynamic Bond Fund Regular - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns5.9%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns17.13%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns12.76%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns13.63%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns16.32%
HDFC Low Duration Fund - Growth
3Y Returns6.78%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.71%
