Kotak Dynamic Bond Fund Regular Plan Growth vs HSBC Dynamic Bond Fund compare
Kotak Dynamic Bond Fund Regular Plan Growth
HSBC Dynamic Bond Fund - Regular Growth
Chart Comparison
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 | 0.62% | 0.64% |
6 Month | 2.41% | 2.8% |
1 Year | 7.54% | 7.72% |
3 Year | 6.45% | 6.45% |
5 Year | 6.56% | 5.76% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
6 Month | 0.78% | 1.16% |
1 Year | 6.13% | 6.82% |
3 Year | 7.41% | 7.26% |
5 Year | 6.32% | 5.97% |
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% |
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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 |
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 | - |
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