SBI Dynamic Bond Fund vs Kotak Dynamic Bond Fund Regular Plan Growth 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) ₹2563 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 -0.26% 0.18%
6 Month 5.21% 5.1%
1 Year 10.01% 9.42%
3 Year 5.81% 6.59%
5 Year 6.6% 6.61%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth SBI Dynamic Bond Fund - Regular Plan - Growth
6 Month - -
1 Year 10.05% 9.07%
3 Year 7.9% 7.87%
5 Year 6.73% 6.64%

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 91.94 100
Mid Cap 3.05 -
Small Cap 3.1 -

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

SBI Dynamic Bond Fund - Regular Plan - Growth

Others 91.94 29.61
Realty 4.81 -
Construction 1.34 5.28
Sovereign - 57.44
Communication - 4.45
Financial - 3.22

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