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) | ₹2779 Cr | ₹457 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 | 0.21% | 0.01% |
| 6 Month | 1.57% | 1.48% |
| 1 Year | 5.85% | 6.3% |
| 3 Year | 7.13% | 6.95% |
| 5 Year | 5.43% | 8.36% |
SIP Return Analysis
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.9% | 0.93% |
| 1 Year | 3.86% | 4.26% |
| 3 Year | 6.73% | 6.68% |
| 5 Year | 6.38% | 7.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.5% | 8.18% |
| 3 Year | 8.54% | 8.81% |
| 5 Year | 8.58% | 7.84% |
Risk Management
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.14% | 6.55% |
| Sharp | -0.07% | 0.71% |
| Beta | 1.08% | 0.13% |
| Alpha | -0.1% | 4.68% |
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 | 92.48 | 100 |
| Real Estate | 6.15 | - |
| Financial Services | 1.38 | - |
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