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) | ₹2777 Cr | ₹467 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 | 0.53% | -0.06% |
6 Month | 2.87% | 3.34% |
1 Year | 5.35% | 6.25% |
3 Year | 7% | 6.8% |
5 Year | 5.77% | 8.36% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | UTI Dynamic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.06% | 0.24% |
1 Year | 4.06% | 5.22% |
3 Year | 7% | 7.07% |
5 Year | 6.33% | 8% |
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% | 2.08% |
Sharp | -0.07% | -0.06% |
Beta | 1.08% | 0.99% |
Alpha | -0.1% | -0.81% |
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 | 94.71 | 100 |
Real Estate | 5.29 | - |
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