Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

Invest Now

tortoise-icon HSBC Dynamic Bond Fund - Regular Growth

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 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) ₹2861 Cr ₹176 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 -1.59% -1.1%
6 Month 2.64% 3.04%
1 Year 5.51% 6.4%
3 Year 6.95% 6.84%
5 Year 5.75% 5.14%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
6 Month -0.16% 0.26%
1 Year 3.93% 5.38%
3 Year 7.09% 7.37%
5 Year 6.36% 6.36%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
1 Year 8.57% 7.25%
3 Year 8.58% 7.26%
5 Year 8.69% 6.55%

Risk Management

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
Standard Deviation 2.14% 2.21%
Sharp -0.07% 0.24%
Beta 1.08% 1.04%
Alpha -0.1% -0.94%

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 95.05 100
Real Estate 4.95 -

Top Comparisons

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.18%

Compare Now

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns18.3%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns24.83%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns26.83%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns17.28%

Compare Now

Bandhan Ultra Short Duration Fund - Regular Plan - Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.08%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.26%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully