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

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tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

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tortoise-icon UTI Dynamic Bond Fund - Regular Plan - Growth Option

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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 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 Moderate
Asset Size (Cr) ₹2563 Cr ₹465 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 26 May 2008 23 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 1.32 1.54
Manager Abhishek Bisen Sudhir Agrawal
ISIN Code INF174K01FA2 INF789F01JQ5
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Month 0.64% 0.86%
6 Month 6.59% 3.87%
1 Year 11.24% 8.02%
3 Year 6.09% 10.75%
5 Year 6.83% 7.81%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.88% 3.5%
3 Year 9.76% 12.2%
5 Year 15.75% 22.86%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 5.68% 7.56%
3 Year 12.81% 19.75%
5 Year 16.69% 23.5%

Risk Management

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
Standard Deviation 2.14% 6.55%
Sharp -0.07% 0.71%
Beta 1.08% 0.13%
Alpha -0.1% 4.68%

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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 98.61 100.01

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 0.25 7.16
Realty 4.62 -
Construction 1.25 -
Sovereign - 85.02
Financial - 7.83

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