Dynamic bond funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.
Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Rolling Returns metric has been Neutral
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (May 30)
6 Month CAGR
The investment objective of the Scheme is to actively manage a portfolio of good quality debt as well as money market instruments so as to provide reasonable returns and liquidity to the investors. However,there can be no assurance that the investment objective of the scheme will be achieved.
Launched (11y ago)
Feb 13, 2012
AUM in Crores
CRISIL Dynamic Bond B-III TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Union Dynamic Bond fund (Growth)||8,52,757||1,20,145||6.3%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
7.41% govt stock 203637.8%
07.17 goi 203010.6%
7.1% govt stock 202910.6%
indian railway finance corporation limited5.5%
|Fund Name||Fund Size||Rolling Returns|
₹ 51,579 cr
₹ 14,509 cr
₹ 8,475 cr
₹ 14,524 cr
₹ 17,853 cr
Union Asset Management Co. Pvt. Ltd.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Union Dynamic Bond fund (G) is a Dynamic Bond Debt fund and has delivered an annualised return of 6.4% over a period of 11 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Devesh Thacker, Parijat Agrawal.
Nav of Union Dynamic Bond fund (G) as of 5/30/2023 is ₹20.19 with the total AUM as of 5/31/2023 is ₹95.587. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Dynamic Bond fund (G) was launched on Feb 13, 2012. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Union Dynamic Bond fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Union Dynamic Bond fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Dynamic Bond B-III TR INR.
Union Dynamic Bond fund (G) is rated as a 2 fund in Debt and delivered 6.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Dynamic Bond fund (G).
What is Union Dynamic Bond fund (G)?
How to invest in Union Dynamic Bond fund (G)?
You can invest in Union Dynamic Bond fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Dynamic Bond fund (G)?
The minimum sip amount for Union Dynamic Bond fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Dynamic Bond fund (G) good to invest in?
As per Scripbox experts, Union Dynamic Bond fund (G) is a Neutral fund. You can investUnion Dynamic Bond fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Dynamic Bond fund (G)?
The expense ratio of the Union Dynamic Bond fund (G) is 1.54% for regular plan.