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UTI Dynamic Bond Fund - Regular Plan - Growth Option

Debt: Dynamic Bond | Open Ended Schemes

Nav : 19.7772

-0.13 (-0.67 %)

20-09-2019

EASTERN FINANCIERS's Take:

This fund has low risk compared to any hybrid and equity fund. It invests in debt and money market securities across all duration and is suitable for investors with low risk profile having investment horizon of 3 years or above who are looking for alternative to fixed deposits.

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹10000.0

Returns (since Jun 23, 2010)

7.65%

10 Year Returns

N/A

Doubled Money

N/A

Sharp Ratio

1.84 %

Volatility

4.2 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI Dynamic Bond Fund - Regular Plan - Growth Option 23-06-2010 -2.28 -0.51 3.19 6.25 0.0
Edelweiss Dynamic Bond Fund - Regular Plan - Growth Option 27-06-2008 15.29 7.65 7.14 8.11 7.25
IDFC Dynamic Bond Fund -Regular Plan-GROWTH 01-12-2008 14.02 6.55 7.68 9.14 8.44
SBI Dynamic Bond Fund - Regular Plan - Growth (Previously Magnum NRI) 09-02-2004 13.81 6.8 7.94 9.33 8.73
Mirae Asset Dynamic Bond Fund-Regular Plan Growth 24-03-2017 13.2 6.68 0.0 0.0 0.0
DSP Strategic Bond Fund - Regular Plan - Growth 09-05-2007 12.84 6.15 6.35 8.4 8.11
PGIM India Dynamic Bond Fund - Growth Option 12-01-2012 12.79 6.71 8.21 9.43 0.0
Kotak Dynamic Bond Fund Regular Plan Growth 26-05-2008 12.75 7.84 8.18 9.14 8.74
HSBC Flexi Debt Fund-Growth 05-10-2007 12.6 5.6 5.9 7.69 7.65
HSBC Flexi Debt Fund-Reg.Growth 05-10-2007 12.31 5.33 5.64 7.42 7.34

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
UTI Mutual Fund
Launch Date
Jun 23, 2010
Expense Ratio
1.55%
Fund Category Risk
MODERATE
Asset Size
632.72 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
10000.0
Minimum Topup
1000.0
Return since Launch
7.65%
Contact Details
Fund Manager(s)
Mr. Amandeep Singh Chopra

PORTFOLIO ANALYSIS of UTI Dynamic Bond Fund - Regular Plan - Growth Option

PERFORMANCE of UTI Dynamic Bond Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 20-09-2019

Yearly Performance (%)

RETURNS CALCULATOR for UTI Dynamic Bond Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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