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

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tortoise-icon Kotak Dynamic Bond Fund Regular Plan Growth

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tortoise-icon UTI Dynamic Bond Fund - Regular Plan - Growth Option

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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 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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