UTI Dynamic Bond Regular Plan Growth
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Min amount: ₹500
- Fund Summary
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|Fund Type||Dynamic Bond|
|Exit Load||3% for 90 Days|
More about this fund
|5.77% GOI 2030||23.02%|
|5.79% Govt Stock 2030||19.23%|
|6.19% Govt Stock 2034||15.35%|
|Jorabat Shillong Expressway Limited||9.02%|
|Jorabat Shillong Expressway Limited||8.37%|
|Power Finance Corporation Limited||8.08%|
|Indian Railway Finance Corporation Limited||5.84%|
|Punjab National Bank||3.89%|
|U.P. Power Corporation Limited||0.04%|
|Dewan Housing Finance Corporation Limited||0%|
About UTI Dynamic Bond Fund
The UTI Dynamic Bond Fund is an open-ended dynamic bond scheme. It seeks to offer optimal returns and liquidity over the medium to long-term through active management of the portfolio and by investing in debt securities and money market instruments.
Pros & Cons of UTI Dynamic Bond Fund
- This is an all-weather scheme which offers the flexibility to withstand the dynamic interest rate environment. In a falling interest rate environment, the scheme increases duration and generates attractive returns.
- On the other hand, in a rising interest rate environment, the scheme lowers the duration and prevents capital loss.
- As on September 30, 2018, the scheme is ranked 3 under CRISIL’s Dynamic Bond Fund category. Further, it has generated returns of 9.02% per year over the last 5 years (as on January 03, 2018).
Fund Information and Statistics of UTI Dynamic Bond Fund
i) Inception / Launch date
The scheme was launched on 16 June 2010 by UTI Mutual Fund.
ii) Risk level
The scheme is suitable for investors who seek liquidity and returns over a medium to long-term investment horizon and actively manages a portfolio comprising of debt and money market instruments. It has a Moderate risk level.
The minimum amount of redemption is Rs. 1,000 and in multiples of Re. 1. Further, the redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.
iv) Fund Manager
Mr. Amandeep Chopra is the Fund Manager of the UTI Dynamic Bond Fund.
v) Entry / Exit load
There is no entry load or exit load in this scheme.l
Tax benefits of investing in UTI Dynamic Bond Fund
The following taxes are applicable to income arising from investing in this scheme: 1. STCG from the debt component is added to the investor’s income and taxed as per the income-tax slab. 2. LTCG component is taxed at 20% with indexation benefits.
About UTI Mutual Fund
UTI Mutual Fundis one of the oldest Mutual Funds in India. Over the years, it has been consistent in delivering good returns to investors. It offers a wide range of schemes catering to both debt and equity segments. The fund house endeavors to offer investment solutions which match the risk-return profile of different clients.
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Min amount: ₹500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns