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

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tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

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tortoise-icon HSBC Dynamic Bond Fund - Regular Growth

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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) ₹2559 Cr ₹160 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 26 May 2008 01 Jan 2013
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 1.32 0.78
Manager Abhishek Bisen Jalpan Shah
ISIN Code INF174K01FA2 INF677K01916
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
1 Month 1.1% 0.95%
6 Month 4.58% 4.42%
1 Year 9.6% 8.62%
3 Year 5.75% 5.37%
5 Year 6.64% 5.72%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
6 Month - -
1 Year 3.88% 3.73%
3 Year 9.76% 9.28%
5 Year 15.75% 14.04%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
1 Year 5.68% 4.87%
3 Year 12.81% 11.23%
5 Year 16.69% 14.68%

Risk Management

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
Standard Deviation 2.14% 1.69%
Sharp -0.07% -0.38%
Beta 1.08% 0.86%
Alpha -0.1% -0.6%

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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
Fund Manage 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 98.61 100

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

HSBC Dynamic Bond Fund - Regular Growth

Others 0.25 2.26
Realty 4.62 -
Construction 1.25 -
Sovereign - 77.18
Financial - 20.56

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