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Kotak Dynamic Bond Fund Regular Plan Growth vs HSBC Dynamic Bond Fund 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) ₹2874 Cr ₹185 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% -1.34%
6 Month 4.12% 4.63%
1 Year 8.12% 8.61%
3 Year 7.9% 7.36%
5 Year 6.03% 5.38%

SIP Return Analysis

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
6 Month 1.34% 1.42%
1 Year 6.88% 7.62%
3 Year 8.08% 8.04%
5 Year 6.83% 6.63%

Rolling Lumpsum Returns

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
1 Year 8.57% 7.17%
3 Year 8.6% 7.21%
5 Year 8.71% 6.79%

Risk Management

Scheme Name Kotak Dynamic Bond Fund Regular Plan Growth HSBC Dynamic Bond Fund - Regular Growth
Standard Deviation 2.36% 1.98%
Sharp 0.57% 0.60%
Beta 1.22% 0.95%
Alpha -0.95% -0.61%

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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 93.94 100
Realty 4.79 -
Construction 1.27 -

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