Kotak Dynamic Bond Fund Regular Plan Growth vs Aditya Birla Sun Life Dynamic Bond Fund compare
Kotak Dynamic Bond Fund Regular Plan Growth
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Chart Comparison
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) | ₹3035 Cr | ₹1730 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 | 1.33 | 1.23 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174K01FA2 | INF209K01793 |
Exits Load | Data not available./365 | Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./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 | 2.09% | 2.16% |
6 Month | 2.57% | 3.49% |
1 Year | 8.49% | 9.19% |
3 Year | 6.7% | 7.99% |
5 Year | 6.53% | 7.38% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.52% | 2.99% |
1 Year | 8.76% | 9.78% |
3 Year | 8.33% | 8.62% |
5 Year | 6.85% | 7.71% |
Rolling Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
1 Year | 8.57% | 7.24% |
3 Year | 8.64% | 7.95% |
5 Year | 8.75% | 8.51% |
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% | 2.535% |
Sharp | -0.07% | 0.32% |
Beta | 1.08% | 0.871% |
Alpha | -0.1% | 0.833% |
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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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Others | 95.04 | 100 |
Real Estate | 4.29 | - |
Financial Services | 0.66 | - |
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