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 Moderate Moderate
Asset Size (Cr) ₹43 Cr ₹560 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 1.19 1.54
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 0.74% 0.72%
6 Month 4.01% 4.14%
1 Year 8.42% 8.52%
3 Year 5.8% 8.14%
5 Year - 8.36%

SIP Return Analysis

Scheme Name ITI Dynamic Bond Fund Regular - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.68% 7.88%
3 Year 6.92% 7.76%
5 Year - 8.62%

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 100 99.99

Sector Allocation

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 100 10.8
Sovereign - 81.25
Financial - 7.94

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