Kotak Dynamic Bond Fund Regular Plan Growth vs UTI Dynamic Bond Fund compare
Kotak Dynamic Bond Fund Regular Plan Growth
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2826 Cr | ₹455 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 26 May 2008 | 24 Jun 2010 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt Index B-III | CRISIL Dynamic Bond Fund AIII Index |
| Turn Over | 45% | 78% |
| Expense Ratio | 1.33 | 1.53 |
| Manager | Abhishek Bisen | Sudhir Agrawal |
| ISIN Code | INF174K01FA2 | INF789F01JQ5 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.71% | 0.73% |
| 6 Month | 0.97% | 1.25% |
| 1 Year | 6.05% | 6.56% |
| 3 Year | 7.52% | 7.11% |
| 5 Year | 5.62% | 8.33% |
SIP Return Analysis
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 0.69% |
| 1 Year | 6.22% | 5.36% |
| 3 Year | 7.59% | 7.07% |
| 5 Year | 6.77% | 7.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.54% | 8.29% |
| 3 Year | 8.56% | 8.84% |
| 5 Year | 8.63% | 7.65% |
Risk Management
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.14% | 2.07% |
| Sharp | -0.07% | 0.10% |
| Beta | 1.08% | 1.04% |
| Alpha | -0.1% | -0.99% |
Fund Managers
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Sudhir Agrawal |
| Total AUM | ₹0 Cr | ₹7736 Cr |
| Funds Managed | 33 | 6 |
| Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 93.86 | 100 |
| Real Estate | 6.14 | - |
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