UTI Dynamic Bond Fund - Direct Plan - Growth Option is an open-ended dynamic debt scheme that makes investments across different durations. The scheme is flexible enough to counter an environment with dynamic interest rates, and is offered by UTI Mutual Fund, which is managed by UTI Asset Management Company Limited.
Investment Objective of UTI Dynamic Bond Fund - Direct Plan - Growth Option
The investment objective of UTI Dynamic Bond Fund - Direct Plan - Growth Option is to provide optimal returns along with sufficient liquidity by ensuring that the portfolio is actively managed. The scheme aims at achieving its objectives by making investments in money market and debt instruments across different durations.
Key Features of UTI Dynamic Bond Fund - Direct Plan - Growth Option
Some of the significant features of UTI Dynamic Bond Fund - Direct Plan - Growth Option are as indicated in the table below:
|
Type of fund |
Open-ended dynamic debt scheme |
|
Plans available |
Regular Plan and Direct Plan |
|
Options under each plan |
Both the Regular Plan as well as the Direct Plan come with five options:
All the dividend options come with both payout and reinvestment facilities. |
|
Risk |
Moderate |
|
Systematic Investment Plan |
Available |
|
Systematic Transfer Plan |
Available |
|
Systematic Withdrawal Plan |
Available |
Investment Amount for UTI Dynamic Bond Fund - Direct Plan - Growth Option
Here is the information regarding the investment amounts and loads:
|
Minimum application amount |
Rs.10,000 and in multiples of Re.1 thereafter |
|
Minimum additional investment |
Rs.1,000 and in multiples of Re.1 thereafter |
|
Minimum instalment for Systematic Investment Plan (SIP) |
- |
|
Entry Load |
Not Applicable |
|
Exit Load |
Nil |
Asset Allocation for UTI Dynamic Bond Fund - Direct Plan - Growth Option
|
Instruments |
Allocations (Percentage of total assets) |
Risk Profile |
|
Money market securities, securitised debt and debentures |
0% to 100% |
Low to Medium |
|
Units issued by Real Estate Investment Trusts and Infrastructure Investment Trusts |
0% to 10% |
Medium |
|
Debt securities including securitised debt |
0% to 100% |
Medium to High |
NAV Disclosure and Benchmark for UTI Dynamic Bond Fund - Direct Plan - Growth Option
The NAV of UTI Dynamic Bond Fund - Direct Plan - Growth Option is declared on each and every business day and can be viewed on the website of the mutual fund and the website of the Association of Mutual Funds in India.
The benchmark adopted by UTI Dynamic Bond Fund - Direct Plan - Growth Option is CRISIL Dynamic Debt Index.
UTI Dynamic Bond Fund - Direct Plan - Growth Option Fund Manager
UTI Dynamic Bond Fund - Direct Plan - Growth Option is managed by Mr. Amandeep Singh Chopra, who is the Group President and Head of Fixed Income of UTI AMC Ltd. Mr. Chopra has been working with UTI Asset Management Company since 1994, and manages a number of other funds for the company, such as UTI Money Market Fund, UTI Overnight Fund, UTI Retirement Benefit Pension Fund, UTI Regular Savings Fund, etc.
Why you should Invest in UTI Dynamic Bond Fund - Direct Plan - Growth Option
UTI Dynamic Bond Fund - Direct Plan - Growth Option is a suitable investment option for investors who want to take advantage of movements in interest rates and earn regular returns in addition to having sufficient liquidity. It is a great investment option for those who seek to build their debt portfolio in the medium term.
Display of any trademarks, tradenames, logos and other subject matters of intellectual property belong to their respective intellectual property owners. Display of such IP along with the related product information does not imply BankBazaar’s partnership with the owner of the Intellectual Property or issuer/manufacturer of such products.
GST rate of 18% applicable for all financial services effective July 1, 2017.
