HSBC Dynamic Bond Fund vs SBI Dynamic Bond Fund compare
SBI Dynamic Bond Fund - Regular Plan - Growth
HSBC Dynamic Bond Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Fund | SBI Dynamic Bond Fund - Regular Plan - Growth | HSBC Dynamic Bond Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4707 Cr | ₹170 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Feb 2004 | 27 Sep 2010 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt TRI | BSE India Bond Index |
| Turn Over | 78% | 54% |
| Expense Ratio | 1.4 | 0.77 |
| Manager | Pradeep Kesavan | Jalpan Shah |
| ISIN Code | INF200K01958 | INF677K01916 |
| Exits Load | SBI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./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 | SBI Dynamic Bond Fund - Regular Plan - Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.25% | -0.15% |
| 6 Month | 1% | 0.75% |
| 1 Year | 5.35% | 5.38% |
| 3 Year | 6.99% | 6.81% |
| 5 Year | 5.44% | 4.86% |
SIP Return Analysis
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.38% | 0.35% |
| 1 Year | 3.12% | 2.93% |
| 3 Year | 6.31% | 6.39% |
| 5 Year | 6.35% | 6.06% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.23% | 7.13% |
| 3 Year | 7.49% | 7.18% |
| 5 Year | 7.28% | 6.47% |
Risk Management
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.92% | 2.42% |
| Sharp | 0.09% | 0.11% |
| Beta | 0.89% | 1.10% |
| Alpha | 0.22% | -0.79% |
Fund Managers
| Scheme Name | SBI Dynamic Bond Fund - Regular Plan - Growth | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Jalpan Shah |
| Total AUM | ₹434274 Cr | ₹16521 Cr |
| Funds Managed | 43 | 6 |
| SBI Dynamic Bond Fund - Regular Plan - Growth | HSBC Dynamic Bond Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Dynamic Bond Fund - Regular Plan - Growth |
HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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