Kotak Dynamic Bond Fund Regular Plan Growth vs HDFC Dynamic Debt Fund compare
Kotak Dynamic Bond Fund Regular Plan Growth
HDFC Dynamic Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HDFC Dynamic Debt Fund - Growth Option |
|---|---|---|
| Fund | Kotak Dynamic Bond Fund Regular Plan Growth | HDFC Dynamic Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2826 Cr | ₹791 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 26 May 2008 | 28 Apr 1997 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt Index B-III | CRISIL Dynamic Bond Fund BIII Index |
| Turn Over | 45% | 21.38% |
| Expense Ratio | 1.33 | 1.52 |
| Manager | Abhishek Bisen | Anil Bamboli |
| ISIN Code | INF174K01FA2 | INF179K01848 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HDFC Dynamic Debt Fund - Growth Option |
|---|---|---|
| 1 Month | -0.77% | -0.52% |
| 6 Month | 0.62% | -0.14% |
| 1 Year | 5.62% | 4.92% |
| 3 Year | 7.15% | 6.69% |
| 5 Year | 5.5% | 5.89% |
SIP Return Analysis
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HDFC Dynamic Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 0.78% | 0.34% |
| 1 Year | 4.84% | 3.39% |
| 3 Year | 7.15% | 6.34% |
| 5 Year | 6.54% | 6.12% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HDFC Dynamic Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 8.53% | 6.72% |
| 3 Year | 8.54% | 6.92% |
| 5 Year | 8.6% | 6.66% |
Risk Management
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HDFC Dynamic Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 2.14% | 2.51% |
| Sharp | -0.07% | 0.07% |
| Beta | 1.08% | 1.09% |
| Alpha | -0.1% | -1.19% |
Fund Managers
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HDFC Dynamic Debt Fund - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Anil Bamboli |
| Total AUM | ₹0 Cr | ₹135442 Cr |
| Funds Managed | 33 | 12 |
| Kotak Dynamic Bond Fund Regular Plan Growth | HDFC Dynamic Debt Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
HDFC Dynamic Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
HDFC Dynamic Debt Fund - Growth Option |
|---|---|---|
| Others | 93.97 | 98.38 |
| Real Estate | 6.03 | - |
| Financial Services | - | 1.62 |
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