Kotak Dynamic Bond Fund Regular Plan Growth vs Aditya Birla Sun Life Dynamic Bond Fund compare

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tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

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tortoise-icon Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

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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 Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Fund Kotak Dynamic Bond Fund Regular Plan Growth Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹2559 Cr ₹1708 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 26 May 2008 27 Sep 2004
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark NIFTY Composite Debt Index B-III NIFTY Composite Debt Index B-III
Turn Over 45% 24%
Expense Ratio 1.32 1.23
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174K01FA2 INF209K01793
Exits Load Nil/365 Exit load of 0.50% if units in excess of 15% are redeemed or switched-out within 90 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
1 Month 1.43% 0.99%
6 Month 5.01% 4.4%
1 Year 10.02% 8.34%
3 Year 5.91% 6.85%
5 Year 6.76% 5.55%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
6 Month - -
1 Year 3.88% 3.59%
3 Year 9.76% 10.83%
5 Year 15.75% 17.52%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
1 Year 5.68% 5.75%
3 Year 12.81% 14.51%
5 Year 16.69% 18.18%

Risk Management

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Standard Deviation 2.14% 2.47%
Sharp -0.07% 0.36%
Beta 1.08% 0.92%
Alpha -0.1% 0.93%

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Fund Managers

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Name Abhishek Bisen Dhaval Joshi
Total AUM ₹0 Cr ₹361932 Cr
Fund Manage 33 55
Kotak Dynamic Bond Fund Regular Plan Growth Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

Market Cap

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

Others 98.61 100.04

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

Others 0.25 5.19
Realty 4.62 -
Construction 1.25 1.28
Sovereign - 86.06
Financial - 7.51

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