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

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tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

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tortoise-icon SBI Dynamic Bond Fund - Regular Plan - 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 SBI Dynamic Bond Fund - Regular Plan - Growth
Fund Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹2971 Cr ₹3305 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 May 2008 09 Feb 2004
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark NIFTY Composite Debt Index B-III NIFTY Composite Debt TRI
Turn Over 45% 78%
Expense Ratio 1.33 1.45
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174K01FA2 INF200K01958
Exits Load Data not available./365 SBI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
1 Month 0.71% 0.49%
6 Month 3.85% 3.52%
1 Year 8.98% 8.58%
3 Year 6.19% 6.72%
5 Year 6.56% 6.39%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
6 Month - -
1 Year 7.09% 6.6%
3 Year 7.39% 7.3%
5 Year 6.37% 6.29%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
1 Year 8.52% 5.78%
3 Year 8.67% 7.48%
5 Year 8.77% 7.41%

Risk Management

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Standard Deviation 2.14% 1.92%
Sharp -0.07% 0.09%
Beta 1.08% 0.89%
Alpha -0.1% 0.22%

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Fund Managers

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
Name Abhishek Bisen Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Fund Manage 33 43
Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

SBI Dynamic Bond Fund - Regular Plan - Growth

Others 94.26 100
Mid Cap 2.83 -
Small Cap 2.91 -

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

SBI Dynamic Bond Fund - Regular Plan - Growth

Others 94.26 100
Realty 4.5 -
Construction 1.24 -

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