HSBC Dynamic Bond Fund vs Kotak Dynamic Bond Fund Regular Plan Growth compare
Kotak Dynamic Bond Fund Regular Plan Growth
HSBC Dynamic Bond Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2779 Cr | ₹170 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 May 2008 | 27 Sep 2010 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt Index B-III | BSE India Bond Index |
| Turn Over | 45% | 54% |
| Expense Ratio | 1.33 | 0.77 |
| Manager | Abhishek Bisen | Jalpan Shah |
| ISIN Code | INF174K01FA2 | INF677K01916 |
| Exits Load | Data not available./365 | HSBC Dynamic Bond Fund - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.21% | -0.18% |
| 6 Month | 1.57% | 1.04% |
| 1 Year | 5.85% | 5.84% |
| 3 Year | 7.13% | 6.93% |
| 5 Year | 5.43% | 4.91% |
SIP Return Analysis
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.9% | 0.58% |
| 1 Year | 3.86% | 3.08% |
| 3 Year | 6.73% | 6.42% |
| 5 Year | 6.38% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.5% | 7.13% |
| 3 Year | 8.54% | 7.18% |
| 5 Year | 8.58% | 6.47% |
Risk Management
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.85% | 2.42% |
| Sharp | 0.14% | 0.11% |
| Beta | 1.25% | 1.10% |
| Alpha | -0.81% | -0.79% |
Fund Managers
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Jalpan Shah |
| Total AUM | ₹0 Cr | ₹16521 Cr |
| Funds Managed | 33 | 6 |
| Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Others | 92.48 | 100 |
| Real Estate | 6.15 | - |
| Financial Services | 1.38 | - |
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