Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Dynamic Bond Fund vs Kotak Dynamic Bond Fund Regular Plan Growth compare

Link copied to clipboard!

tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

Invest Now

tortoise-icon HSBC Dynamic Bond Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
Fund Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹3035 Cr ₹158 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 26 May 2008 27 Sep 2010
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark NIFTY Composite Debt Index B-III BSE India Bond Index
Turn Over 45% 54%
Expense Ratio 1.33 0.77
Manager Abhishek Bisen Jalpan Shah
ISIN Code INF174K01FA2 INF677K01916
Exits Load Data not available./365 HSBC Dynamic Bond Fund - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
1 Month 2.09% 2.31%
6 Month 2.57% 3.4%
1 Year 8.49% 9.04%
3 Year 6.7% 6.89%
5 Year 6.53% 5.8%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
6 Month 2.52% 3%
1 Year 8.76% 9.57%
3 Year 8.33% 8.24%
5 Year 6.85% 6.56%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
1 Year 8.57% 7.09%
3 Year 8.64% 7.22%
5 Year 8.75% 6.92%

Risk Management

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
Standard Deviation 2.14% 1.606%
Sharp -0.07% -0.182%
Beta 1.08% 0.578%
Alpha -0.1% -0.256%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
Name Abhishek Bisen Jalpan Shah
Total AUM ₹0 Cr ₹16521 Cr
Funds Managed 33 6
Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth

Market Cap

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

HSBC Dynamic Bond Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

HSBC Dynamic Bond Fund - Regular Growth

Others 95.04 100
Real Estate 4.29 -
Financial Services 0.66 -

Top Comparisons

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns17.4%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns8.97%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns18.62%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns19.05%

Compare Now

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND III GROWTH UTI QUARTERLY INTERVAL FUND III GROWTH

3Y Returns6.26%

Compare Now

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns6.72%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns6.08%

Compare Now
Add to Cart Successfully