UTI Dynamic Bond Fund vs SBI Dynamic Bond Fund compare

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tortoise-icon SBI Dynamic Bond Fund - Regular Plan - 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 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) ₹3123 Cr ₹465 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 10 Feb 2004 23 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 1.45 1.54
Manager Pradeep Kesavan Sudhir Agrawal
ISIN Code INF200K01958 INF789F01JQ5
Exits Load For units in excess of 10% of the investment, 0.25% will be charged for redemption within 1 month/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Dynamic Bond Fund - Regular Plan - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Month 0.97% 0.86%
6 Month 4.4% 3.87%
1 Year 8.5% 8.02%
3 Year 6.25% 10.75%
5 Year 6.42% 7.81%

SIP Return Analysis

Scheme Name SBI Dynamic Bond Fund - Regular Plan - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.63% 3.5%
3 Year 10.46% 12.2%
5 Year 16.04% 22.86%

Rolling Lumpsum Returns

Scheme Name SBI Dynamic Bond Fund - Regular Plan - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 5.49% 7.56%
3 Year 13.01% 19.75%
5 Year 16.8% 23.5%

Risk Management

Scheme Name SBI Dynamic Bond Fund - Regular Plan - Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.92% 6.55%
Sharp 0.09% 0.71%
Beta 0.89% 0.13%
Alpha 0.22% 4.68%

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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
Fund Manage 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 100 100.01

Sector Allocation

Scheme Name

SBI Dynamic Bond Fund - Regular Plan - Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 29.61 7.16
Sovereign 57.44 85.02
Construction 5.28 -
Communication 4.45 -
Financial 3.22 7.83

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