Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Dynamic Bond Fund Regular Plan Growth vs ITI Dynamic Bond Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Dynamic Bond Fund Regular - Growth

Invest Now

tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
Fund ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹117 Cr ₹2793 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Jul 2021 26 May 2008
Category Dynamic Bond Dynamic Bond
Fund Type Open Ended Open Ended
Benchmark CRISIL Dynamic Bond Fund AIII Index NIFTY Composite Debt Index B-III
Turn Over % 45%
Expense Ratio 1.2 1.33
Manager Vikrant Mehta Abhishek Bisen
ISIN Code INF00XX01AT0 INF174K01FA2
Exits Load ITI Dynamic Bond Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
1 Month 0.22% 0.31%
6 Month -0.64% 0.3%
1 Year 3.99% 5.33%
3 Year 6.14% 7.13%
5 Year - 5.43%

SIP Return Analysis

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
6 Month 0.32% 0.84%
1 Year 2.06% 4.15%
3 Year 5.66% 6.92%
5 Year - 6.46%

Rolling Lumpsum Returns

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
1 Year 5.71% 8.51%
3 Year 6.26% 8.54%
5 Year - 8.59%

Risk Management

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
Standard Deviation 2.08% 2.85%
Sharp -0.23% 0.14%
Beta 0.82% 1.25%
Alpha -1.24% -0.81%

Fund Managers

Scheme Name ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth
Name Vikrant Mehta Abhishek Bisen
Total AUM ₹698 Cr ₹0 Cr
Funds Managed 8 33
ITI Dynamic Bond Fund Regular - Growth Kotak Dynamic Bond Fund Regular Plan Growth

Market Cap

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

Kotak Dynamic Bond Fund Regular Plan Growth

Others 100 100

Sector Allocation

Scheme Name

ITI Dynamic Bond Fund Regular - Growth

Kotak Dynamic Bond Fund Regular Plan Growth

Others 100 92.43
Realty - 6.18
Construction - 1.39

Top Comparisons

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns8.08%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns6.88%

Compare Now

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns16%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns18.44%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns7.75%

VS

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns7.48%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.92%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.99%

Compare Now
Add to Cart Successfully