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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) ₹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 2.09% 1.6%
6 Month 2.57% 3.28%
1 Year 8.49% 8.1%
3 Year 6.7% 9.2%
5 Year 6.53% 9.09%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth UTI Dynamic Bond Fund - Regular Plan - Growth Option
6 Month 2.52% 2.53%
1 Year 8.76% 8.62%
3 Year 8.33% 7.91%
5 Year 6.85% 8.66%

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% 4.308%
Sharp -0.07% 0.478%
Beta 1.08% -0.605%
Alpha -0.1% 2.065%

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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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

Kotak Dynamic Bond Fund Regular Plan Growth

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Others 95.04 100
Real Estate 4.29 -
Financial Services 0.66 -

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