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) | Quantum Dynamic Term | |
|---|---|---|
| UTI - Dynamic Bond Fund ( Segregated - 17022020) | itself | 0% |
| Quantum Dynamic Term | 0% | itself |
Most alike: UTI - Dynamic Bond Fund ( Segregated - 17022020) and Quantum Dynamic Term 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) | Quantum Dynamic Term |
|---|---|---|
| Category | Dynamic Bond | Dynamic Bond |
| Share of three-year stretches it beat its category P4 | not measured | 67% of 52 |
| Regular plan costs more than Direct by, a year P5 | 1.33% | 0.25% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Pankaj Pathak · 1.4 yrs | Sneha Pandey · 1.4 yrs |
| 1-year return | 342.6% | 3.7% |
| 3 years p.a. | — | 6.8% |
| 5 years p.a. | — | 6.2% |
| Deepest fall (max drawdown) | not computed | −1.6% |
| Assets (AUM) | ₹418 Cr | ₹89 Cr |
| Disclosed history | 1.9 yrs | 11 yrs |
| Holdings · top ten weight | 2 · 100% | 17 · 84% |
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.