UTI 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 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) ₹2971 Cr ₹560 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 1.54
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 0.3% 0.72%
6 Month 3.69% 4.14%
1 Year 8.99% 8.52%
3 Year 5.91% 8.14%
5 Year 6.57% 8.36%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year - 7.88%
3 Year - 7.76%
5 Year - 8.62%

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%

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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 99.99
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 10.8
Realty 4.5 -
Construction 1.24 -
Sovereign - 81.25
Financial - 7.94

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