Kotak Dynamic Bond Fund Regular Plan Growth vs HSBC Dynamic Bond Fund compare
Kotak Dynamic Bond Fund Regular Plan Growth
HSBC Dynamic Bond Fund - Regular Growth
Chart Comparison
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) | ₹2877 Cr | ₹175 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 | -1.04% | -0.51% |
6 Month | 2.92% | 3.59% |
1 Year | 6.04% | 6.97% |
3 Year | 7.06% | 7.01% |
5 Year | 5.75% | 5.2% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
6 Month | 0.68% | 0.81% |
1 Year | 5.31% | 6.23% |
3 Year | 7.57% | 7.64% |
5 Year | 6.61% | 6.49% |
Rolling Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
1 Year | 8.57% | 7.25% |
3 Year | 8.58% | 7.26% |
5 Year | 8.69% | 6.55% |
Risk Management
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | HSBC Dynamic Bond Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.14% | 2.21% |
Sharp | -0.07% | 0.24% |
Beta | 1.08% | 1.04% |
Alpha | -0.1% | -0.94% |
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 | 95.05 | 100 |
Real Estate | 4.95 | - |
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