Kotak Dynamic Bond Fund Regular Plan Growth vs Aditya Birla Sun Life Dynamic Bond Fund compare
Kotak Dynamic Bond Fund Regular Plan Growth
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Fund | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹2777 Cr | ₹1914 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 26 May 2008 | 27 Sep 2004 |
Category | Dynamic Bond | Dynamic Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Composite Debt Index B-III | NIFTY Composite Debt Index B-III |
Turn Over | 45% | 24% |
Expense Ratio | 1.33 | 1.23 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174K01FA2 | INF209K01793 |
Exits Load | Data not available./365 | Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
1 Month | 0.67% | 0.13% |
6 Month | 3.01% | 3.98% |
1 Year | 5.24% | 6.75% |
3 Year | 7.14% | 7.48% |
5 Year | 5.78% | 6.88% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
6 Month | -0.06% | 0.56% |
1 Year | 4.06% | 6.38% |
3 Year | 7% | 7.79% |
5 Year | 6.33% | 7.39% |
Rolling Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
1 Year | 8.57% | 7.44% |
3 Year | 8.58% | 8% |
5 Year | 8.69% | 8.47% |
Risk Management
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 2.14% | 2.23% |
Sharp | -0.07% | 0.25% |
Beta | 1.08% | 1.08% |
Alpha | -0.1% | -0.22% |
Fund Managers
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Name | Abhishek Bisen | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹361932 Cr |
Funds Managed | 33 | 55 |
Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Others | 94.71 | 100 |
Real Estate | 5.29 | - |
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