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

Link copied to clipboard!

tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

Invest Now

tortoise-icon SBI 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 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) ₹2559 Cr ₹3123 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 May 2008 10 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 1.32 1.45
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174K01FA2 INF200K01958
Exits Load Nil/365 For units in excess of 10% of the investment, 0.25% will be charged for redemption within 1 month/365

Trailing Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
1 Month 1.43% 0.97%
6 Month 5.01% 4.4%
1 Year 10.02% 8.5%
3 Year 5.91% 6.25%
5 Year 6.76% 6.42%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
6 Month - -
1 Year 3.88% 3.63%
3 Year 9.76% 10.46%
5 Year 15.75% 16.04%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
1 Year 5.68% 5.49%
3 Year 12.81% 13.01%
5 Year 16.69% 16.8%

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%

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 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 98.61 100

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

SBI Dynamic Bond Fund - Regular Plan - Growth

Others 0.25 29.61
Realty 4.62 -
Construction 1.25 5.28
Sovereign - 57.44
Communication - 4.45
Financial - 3.22

Top Comparisons

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.02%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns5.79%

Compare Now

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns5.41%

VS

SBI Banking & PSU Fund - Regular Paln - Growth SBI Banking & PSU Fund - Regular Paln - Growth

3Y Returns5.09%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns21.18%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns18.58%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns5.68%

VS

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns5.71%

Compare Now
Request call back
Add to Cart Successfully