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UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth
Debt: Dynamic Term - Growth (Open ended) Factsheet
SEBI Riskometer: Low to ModerateCategory: Debt: Dynamic TermBenchmark: CRISIL Composite Bond IndexCheck Portfolio Overlap →
NAV: ₹1.35+293.95%
27 Jan 2022
Similar Funds
Side-by-side comparison of UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | — | 4.76% | — |
| 3Y Return | — | 6.94% | — |
| 5Y Return | — | 6.25% | — |
| 10Y Return | — | 6.65% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Dynamic Term
Top funds by AUM in the Debt: Dynamic Term category — see how UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth compares on size and returns.
Funds Tracking CRISIL Composite Bond Index
Top funds tracking the CRISIL Composite Bond Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth?
Funds similar to UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth in the Debt: Dynamic Term category include ICICI Prudential Dynamic Term Fund Direct-Growth, Nippon India Dynamic Term Fund Direct-Growth, and SBI Dynamic Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth in its category?
The category rank of UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth is shown in the Trailing Returns section above.
How does UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth's expense ratio compare to similar funds?
The expense ratio of UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth is shown in the Scheme Overview section above.
How does UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth's AUM compare to similar funds?
UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth has an AUM of ₹6.79 crore. The peers ICICI Prudential Dynamic Term Fund Direct-Growth has an AUM of ₹13,162.8 crore and Nippon India Dynamic Term Fund Direct-Growth has ₹3,875.48 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Dynamic Term?
The top performing fund in the Debt: Dynamic Term category on a 3-year basis is 360 ONE Dynamic Term Fund Direct-Growth with a CAGR of 8.19% as of 26 Jan 2022. UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of UTI Dynamic Bond Fund Segregated Portfolio Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.