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HSBC 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 HSBC Dynamic Bond Fund - Regular Growth

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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 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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