Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| UTI - Dynamic Bond Fund ( Segregated - 17022020) | Tata Dynamic Bond | |
|---|---|---|
| UTI - Dynamic Bond Fund ( Segregated - 17022020) | itself | 0% |
| Tata Dynamic Bond | 0% | itself |
Most alike: UTI - Dynamic Bond Fund ( Segregated - 17022020) and Tata Dynamic Bond Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | UTI - Dynamic Bond Fund ( Segregated - 17022020) | Tata Dynamic Bond |
|---|---|---|
| Category | Dynamic Bond | Dynamic Bond |
| Share of three-year stretches it beat its category P4 | not measured | 42% of 52 |
| Regular plan costs more than Direct by, a year P5 | 1.33% | 1.02% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Pankaj Pathak · 1.4 yrs | not known |
| 1-year return | 342.6% | 5.8% |
| 3 years p.a. | — | 7.3% |
| 5 years p.a. | — | 6.7% |
| Deepest fall (max drawdown) | not computed | not computed |
| Assets (AUM) | ₹418 Cr | ₹132 Cr |
| Disclosed history | 1.9 yrs | 9.7 yrs |
| Holdings · top ten weight | 2 · 100% | 7 · 100% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.