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

Link copied to clipboard!

tortoise-icon ITI Dynamic Bond Fund Regular - Growth

Invest Now

tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
Fund ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹54 Cr ₹2563 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 14 Jul 2021 26 May 2008
Category Dynamic Bond Dynamic Bond
Fund Type Open-ended Open Ended
Benchmark CRISIL Dynamic Bond Fund AIII Index NIFTY Composite Debt Index B-III
Turn Over % 45%
Expense Ratio 1.19 1.32
Manager Vikrant Mehta Abhishek Bisen
ISIN Code INF00XX01AT0 INF174K01FA2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
1 Month 0.24% -0.05%
6 Month 4.29% 5.17%
1 Year 8.51% 9.45%
3 Year 5.65% 5.8%
5 Year - 6.55%

SIP Return Analysis

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
6 Month - -
1 Year 8.35% 10.05%
3 Year 6.92% 7.9%
5 Year - 6.73%

Rolling Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
1 Year 5.48% 8.52%
3 Year 5.6% 8.67%
5 Year - 8.77%

Risk Management

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
Standard Deviation 1.06% 2.14%
Sharp - -0.07%
Beta - 1.08%
Alpha - -0.1%

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 ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
Name Vikrant Mehta Abhishek Bisen
Total AUM ₹698 Cr ₹0 Cr
Fund Manage 8 33
ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth

Market Cap

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

Kotak Dynamic Bond Fund Regular Plan Growth

Others 89.72 91.94
Mid Cap - 3.05
Small Cap - 3.1

Sector Allocation

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

Kotak Dynamic Bond Fund Regular Plan Growth

Others 89.72 91.94
Realty - 4.81
Construction - 1.34

Top Comparisons

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns14.92%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.03%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns15.29%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns19.56%

Compare Now

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns9.98%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns11.46%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns6.62%

VS

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns5.89%

Compare Now
Request call back
Add to Cart Successfully