UTI Dynamic Bond Fund vs Kotak Dynamic Bond Fund Regular Plan Growth 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) | ₹2877 Cr | ₹471 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 | 0.33% | 0.31% |
6 Month | 3.89% | 4.36% |
1 Year | 8.04% | 8.38% |
3 Year | 7.59% | 7.36% |
5 Year | 5.83% | 8.31% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.63% | 1.87% |
1 Year | 7.39% | 8.34% |
3 Year | 8.26% | 8.1% |
5 Year | 7% | 8.7% |
Rolling Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.57% | 8.33% |
3 Year | 8.58% | 8.86% |
5 Year | 8.69% | 7.44% |
Risk Management
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.14% | 1.83% |
Sharp | -0.07% | 0.33% |
Beta | 1.08% | 0.88% |
Alpha | -0.1% | -0.81% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 94.86 | 100 |
Real Estate | 4.87 | - |
Financial Services | 0.27 | - |
Top Comparisons
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.92%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.37%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns26.18%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.51%
Invesco India Money Market Fund - Growth
3Y Returns7.18%