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Yogi Zone

Useful articles for your finance management by our team of experts

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)

1-Year3-Year5-Year
7.96%9.03%NA

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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