UTI Dynamic Bond Fund vs HSBC Dynamic Bond Fund compare

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tortoise-icon HSBC 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 HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Fund HSBC 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) ₹160 Cr ₹465 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 01 Jan 2013 23 Jun 2010
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index CRISIL Dynamic Bond Fund AIII Index
Turn Over 54% 78%
Expense Ratio 0.78 1.54
Manager Jalpan Shah Sudhir Agrawal
ISIN Code INF677K01916 INF789F01JQ5
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Month 0.95% 0.86%
6 Month 4.42% 3.87%
1 Year 8.62% 8.02%
3 Year 5.37% 10.75%
5 Year 5.72% 7.81%

SIP Return Analysis

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.73% 3.5%
3 Year 9.28% 12.2%
5 Year 14.04% 22.86%

Rolling Lumpsum Returns

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 4.87% 7.56%
3 Year 11.23% 19.75%
5 Year 14.68% 23.5%

Risk Management

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.69% 6.55%
Sharp -0.38% 0.71%
Beta 0.86% 0.13%
Alpha -0.6% 4.68%

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Fund Managers

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Name Jalpan Shah Sudhir Agrawal
Total AUM ₹16521 Cr ₹7736 Cr
Fund Manage 6 6
HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Dynamic Bond Fund - Regular Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 100 100.01

Sector Allocation

Scheme Name

HSBC Dynamic Bond Fund - Regular Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Sovereign 77.18 85.02
Financial 20.56 7.83
Others 2.26 7.16

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