SBI Dynamic Bond Fund vs ITI Dynamic Bond Fund Regular compare

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tortoise-icon ITI Dynamic Bond Fund Regular - Growth

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tortoise-icon SBI Dynamic Bond Fund - Regular Plan - Growth

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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 SBI Dynamic Bond Fund - Regular Plan - Growth
Fund ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹43 Cr ₹3305 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jul 2021 09 Feb 2004
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark CRISIL Dynamic Bond Fund AIII Index NIFTY Composite Debt TRI
Turn Over % 78%
Expense Ratio 1.19 1.45
Manager Vikrant Mehta Pradeep Kesavan
ISIN Code INF00XX01AT0 INF200K01958
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 SBI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
1 Month 0.74% 0.62%
6 Month 4.01% 3.89%
1 Year 8.42% 8.57%
3 Year 5.8% 6.54%
5 Year - 6.55%

SIP Return Analysis

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
6 Month - -
1 Year 7.68% 7.59%
3 Year 6.92% 7.57%
5 Year - 6.45%

Rolling Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
1 Year 5.48% 5.78%
3 Year 5.6% 7.48%
5 Year - 7.41%

Risk Management

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Standard Deviation 1.06% 1.92%
Sharp - 0.09%
Beta - 0.89%
Alpha - 0.22%

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Fund Managers

Scheme Name ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Name Vikrant Mehta Pradeep Kesavan
Total AUM ₹698 Cr ₹434274 Cr
Fund Manage 8 43
ITI Dynamic Bond Fund Regular - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

SBI Dynamic Bond Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

SBI Dynamic Bond Fund - Regular Plan - Growth

Others 100 100

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