- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2826 Cr | ₹168 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 | 1.18% | 0.62% |
| 6 Month | 1.08% | 0.3% |
| 1 Year | 6.24% | 6.33% |
| 3 Year | 7.77% | 7.19% |
| 5 Year | 5.68% | 5.03% |
SIP Return Analysis
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.35% | 0.63% |
| 1 Year | 6.22% | 5.09% |
| 3 Year | 7.59% | 7.15% |
| 5 Year | 6.77% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.54% | 7.21% |
| 3 Year | 8.56% | 7.23% |
| 5 Year | 8.63% | 6.5% |
Risk Management
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.14% | 2.41% |
| Sharp | -0.07% | 0.13% |
| Beta | 1.08% | 1.20% |
| Alpha | -0.1% | -1.07% |
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 | 93.86 | 100 |
| Real Estate | 6.14 | - |
Top Comparisons
ICICI Prudential Savings Fund - Growth
3Y Returns7.77%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.29%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns23.97%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns26.03%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns20.76%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns17.89%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.5%
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth
3Y Returns0%
