Kotak Dynamic Bond Fund Regular Plan Growth

Dynamic Bond NAV 32.3478 0 27 September, 2023

Kotak Asset Management Company Limited is known to provide one of the best schemes to the Indian investors for helping them to achieve their financial goals and one such scheme is Kotak Dynamic Bond Fund. It is an open-ended scheme that falls under the debt category of mutual funds. The dynamic bond fund of Kotak AMC follows a dynamic allocation strategy and alter the allocation of assets between short term and long term bonds, respectively. This helps the scheme to enjoy the benefits of changing interest rates and makes it one of the best investment plans in India.

Fund Details

Category Dynamic Bond
Fund Type Open Ended
Investment Plan Growth
Launch Date 26 May, 2008
Benchmark NIFTY Composite Debt
Asset Size(Cr) 2569.2535
Turn over 45%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load Nil
Expense Ratio 1.3
Fund Manager Deepak Agrawal, Abhishek Bisen, Vihag Mishra
Fund House Kotak Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.35% 0.33% 0.37%
1 M 1.66% 1.68% 1.41%
3 M 2.74% 2.58% 2.35%
6 M 4.19% 5.48% 4.36%
1 Y 5.04% 7.16% 6.33%
2 Y 4.32% 5.04% 4.7%
3 Y 5.74% 5.69% 5.29%
5 Y 7.42% 8.07% 6.56%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 2.99 0.54 1.23 1.37 7.9 6.63
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 18.14%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Dynamic Bond Fund Regular Plan Growth 5.04% 5.74% 7.42%
ICICI Prudential All Seasons Bond Fund - Growth 7.16% 6.64% 7.66%

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Kotak Dynamic Bond Fund: Generate Optimal Returns During Market Fluctuations

The dynamic bond fund of Kotak made its inception in the mutual fund market on 26th May, 2008 with an investment objective of providing stable capital appreciation to the investors by parking their cash in the debt and money market instruments. The fund targets a combination of long term and short term bond funds having different maturity period. The fund has managed to provide high returns to the low risk takers and have provided 8.44% of the returns since launch. Thus, it is one of the top recommended mutual funds for investment.

An Overview of the Investment Style Followed by Kotak Dynamic Bond Fund

For providing optimal returns, the mutual fund trade in the instruments having different maturity period. The scheme invests dynamically in long term bonds and short term bonds to provide consistent returns during rising and falling market conditions. The fund manager, Mr. Deepak Agrawal allocates high percentage of assets in the long term bonds during increasing interest rate scenario and vice versa. The bond prices and interest rates are inversely proportional to each other. When the interest rates are high, the dynamic bond fund of Kotak increase the portfolio duration to grab the market opportunities and when the rates are low, the the portfolio duration is trimmed to provide risk-adjusted returns. Thus, if you want to grab the overall market opportunities then you should begin your SIP investment in this scheme.

An In-depth Analysis of Kotak Dynamic Bond Fund

The dynamic bond fund invests predominantly in the debt instruments having high credit quality along with high interest rate sensitivity. The selection of instruments is based on the past performance and the future growth prospect of the instruments. Kotak Dynamic Bond Fund- Regular Plan invests majorly in the AAA and AA rated credit quality instruments. Also, some percentage of assets is diversified into the SOVs and cash equivalents. Therefore, this scheme is one of best mutual funds in India for the investors having low-risk appetite and want to achieve moderate return in the long term. The fund currently invests in 25 stocks and have an average maturity period of 5.55 years.

A Look at the Previous Track Record of Kotak Dynamic Bond Fund

The dynamic bond fund of Kotak AMC has a glorious past record and have managed to provide extraordinary gains in the past. The 5, 7, and 10-year annualized returns of the scheme is 8.78%, 8.90%, and 8.39%, respectively. Moreover, on the basis of 10-year annualized returns the Kotak Dynamic Bond Fund secured Rank 1 among all the mutual funds within the same category. Moreover, the positive sentiments in the finance market may assist this fund to generate even more returns in the future.

Who Should Invest in Kotak Dynamic Bond Fund?

An investor who is unsure about the interest rate movements in future should pool their cash in this dynamic bond fund as the fund manager is capable enough to predict the interest rate movements and implement the strategies accordingly. Moreover, this scheme is a good pick for the investors having a long term investment perspective. The past performance of the Kotak Dynamic Bond Fund also depicts that the scheme has provided excellent gains in the long run.

Benefits of Investing in Kotak Dynamic Bond Fund

  • Well-Experienced Fund Manager: An experienced fund manager plays a crucial role in increasing/decreasing the portfolio tenure during interest rate uncertainties. Mr. Deepak Agrawal holds a sound knowledge about the finance market for generating optimal returns.
  • Lower Risk Attached: Kotak Dynamic Bond Fund being a debt category fund is low risky than the pure equity funds. However, these funds gets affected by the interest rate movements but starting the online SIP investment plan in such funds can help in diluting the risk in the long run.
  • No Debt Fund Mandate: In general, long term bond fund invests in the securities having long maturity period and the short term bond fund diversify the assets in the instruments having short term maturity period. But, dynamic bond fund is free from such debt fund mandate as it can switch the allocation between long term bond funds and short term bond funds according to the interest rate fluctuations.

Reading so far, you must have acquired all the important information about the Kotak Dynamic Bond Fund. Thus, if you want to invest in a mutual fund that can switch the allocation of assets between the long term and short term bond fund according to the market conditions, then you should include this mutual fund in your portfolio and start the investing as soon as possible. Moreover, you can also use the SIP Calculator for getting an estimate of your future wealth creation.

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