Kotak Dynamic Bond Fund Regular Plan Growth vs UTI Dynamic Bond Fund compare
Kotak Dynamic Bond Fund Regular Plan Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderate Risk |
Asset Size (Cr) | ₹3035 Cr | ₹534 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 26 May 2008 | 24 Jun 2010 |
Category | Dynamic Bond | Dynamic Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Composite Debt Index B-III | CRISIL Dynamic Bond Fund AIII Index |
Turn Over | 45% | 78% |
Expense Ratio | 1.33 | 1.53 |
Manager | Abhishek Bisen | Sudhir Agrawal |
ISIN Code | INF174K01FA2 | INF789F01JQ5 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.19% | 0.4% |
6 Month | 2.59% | 3.16% |
1 Year | 7.41% | 7.15% |
3 Year | 6.15% | 8.63% |
5 Year | 6.18% | 8.86% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.01% | 7.09% |
3 Year | 7.47% | 7.49% |
5 Year | 6.41% | 8.43% |
Rolling Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.57% | 8.25% |
3 Year | 8.64% | 8.9% |
5 Year | 8.75% | 6.56% |
Risk Management
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.14% | 4.322% |
Sharp | -0.07% | 0.476% |
Beta | 1.08% | -0.639% |
Alpha | -0.1% | 2.23% |
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Fund Managers
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Sudhir Agrawal |
Total AUM | ₹0 Cr | ₹7736 Cr |
Fund Manage | 33 | 6 |
Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 94.26 | 100.01 |
Mid Cap | 2.83 | - |
Small Cap | 2.91 | - |
Sector Allocation
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 94.26 | 100.01 |
Realty | 4.5 | - |
Construction | 1.24 | - |
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