SBI Dynamic Bond Fund vs UTI Dynamic Bond Fund compare
SBI Dynamic Bond Fund - Regular Plan - Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹3340 Cr | ₹534 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Feb 2004 | 24 Jun 2010 |
Category | Dynamic Bond | Dynamic Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Composite Debt TRI | CRISIL Dynamic Bond Fund AIII Index |
Turn Over | 78% | 78% |
Expense Ratio | 1.4 | 1.53 |
Manager | Pradeep Kesavan | Sudhir Agrawal |
ISIN Code | INF200K01958 | INF789F01JQ5 |
Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.73% | 2.46% |
6 Month | 4.5% | 4.63% |
1 Year | 10.66% | 10.23% |
3 Year | 8.06% | 9.73% |
5 Year | 6.54% | 9.19% |
SIP Return Analysis
Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.42% | 3.18% |
1 Year | 10.53% | 10.25% |
3 Year | 8.83% | 8.3% |
5 Year | 7.23% | 8.93% |
Rolling Lumpsum Returns
Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6% | 8.25% |
3 Year | 7.4% | 8.9% |
5 Year | 7.39% | 6.56% |
Risk Management
Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.994% | 4.308% |
Sharp | 0.155% | 0.478% |
Beta | 0.75% | -0.605% |
Alpha | 0.326% | 2.065% |
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Fund Managers
Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Sudhir Agrawal |
Total AUM | ₹434274 Cr | ₹7736 Cr |
Funds Managed | 43 | 6 |
SBI Dynamic Bond Fund - Regular Plan - Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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