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UTI Dynamic Bond Fund

1–3 yearsInvestment Horizon

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation24.8%
Sharpe Ratio-0.70

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Vodafone Idea LimitedUtilities89.98%
Net Current AssetsUtilities10.02%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconRegulatory & Tax Information

INF789F1APP3
verified
ISIN
DailyDealing Frequency

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)
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