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Mutual Fund Review – UTI Dynamic Bond

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Name of the Fund: UTI Dynamic Bond (G)

Ranked #2 by CRISIL

Category: Debt- Income

Expense Ratio: 1.03%

Risk Level: Low

Benchmark: Crisil Composite Bond

Objective: To generate optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments.

Returns (Annualized)


Our Review

UTI dynamic bond fund (g) was launched on 16th June, 2010. It has managed to beat its category as well as the benchmark index comprehensively in the 1 year and 3 year period. Its top holdings include Tata Motors and Lafarge India.

The scheme has maintained a very good portfolio along with adequate liquidity. Those who seek liquidity and returns can consider this fund to be a part of their portfolio. You can look into investment tenure of up to 1 year in this fund.

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