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

Link copied to clipboard!

tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

Invest Now

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

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 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 -0.26% 0.24%
6 Month 5.21% 4.62%
1 Year 10.01% 9.25%
3 Year 5.81% 7.98%
5 Year 6.6% 8.32%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.05% 8.69%
3 Year 7.9% 7.93%
5 Year 6.73% 8.68%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
1 Year 8.52% 8.16%
3 Year 8.67% 8.93%
5 Year 8.77% 6.5%

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%

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 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 91.94 100.01
Mid Cap 3.05 -
Small Cap 3.1 -

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 91.94 7.16
Realty 4.81 -
Construction 1.34 -
Sovereign - 85.02
Financial - 7.83

Top Comparisons

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns14.66%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns14.25%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns12.91%

VS

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns12.94%

Compare Now

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns20.17%

VS

HDFC Capital Builder Value Fund - Growth Plan HDFC Capital Builder Value Fund - Growth Plan

3Y Returns16.68%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.8%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns5.82%

Compare Now
Request call back
Add to Cart Successfully