UTI Dynamic Bond Fund vs HSBC Dynamic Bond Fund compare

Link copied to clipboard!

tortoise-icon HSBC Dynamic Bond Fund - Regular Growth

Invest Now

tortoise-icon UTI Dynamic Bond Fund - Regular Plan - Growth Option

Invest Now

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) ₹159 Cr ₹560 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Sep 2010 24 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 HSBC Dynamic Bond Fund - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Month 0.83% 0.73%
6 Month 3.78% 3.76%
1 Year 8% 7.66%
3 Year 6.35% 8.75%
5 Year 5.79% 8.7%

SIP Return Analysis

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.16% 6.15%
3 Year 6.81% 7.28%
5 Year 5.7% 8.25%

Rolling Lumpsum Returns

Scheme Name HSBC Dynamic Bond Fund - Regular Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 6.99% 8.16%
3 Year 7.28% 8.93%
5 Year 7.27% 6.5%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Others 100 100.01

Top Comparisons

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns19.45%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns15.32%

Compare Now

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns13.7%

VS

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

3Y Returns12.83%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns18.42%

VS

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

3Y Returns17%

Compare Now

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns6.43%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns6.89%

Compare Now
Request call back
Add to Cart Successfully