Tata Dynamic Bond Fund (G)

3
Dynamic Bond NAV 29.0568 0.48 18 September, 2019
  • 7.86%
  • 9Y 2M

Launched on 3rd September, 2003 it is an open-ended debt mutual fund of TATA asset management company that diversify the assets in the long-term and short-term bonds. The percentage allocation of assets in these two categories of bonds depends upon the interest rates fluctuations. Therefore, TATA Dynamic Bond Fund falls under the category of dynamic bond. This top performing debt mutual fund of TATA Mutual Fund is a safe option for the investors who wish to receive stable returns without taking risk in the mutual fund market. The dynamic bond has been a consistent performer and have maintained a healthy track record. The fund manager, Mr. Akhil Mittal targets high credit quality instruments and thus dilutes the credit default risk.

Fund Details

Category Dynamic Bond
Fund Type Open Ended
Investment Plan Growth
Launch Date 03 September, 2003
Benchmark CRISIL Composite Bond
Asset Size(Cr) 365.35 (As on Aug 19)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.5 % For 30 Days
Expense Ratio 1.46% (As on Aug 19)
Fund Manager Akhil Mittal

Investment Returns (As on 18 Sep, 2019)

  • 3 Month 2.1%
  • 6 Month 4.45%
  • 1 Year 8.87%
  • 3 Year 5.99%
  • 5 Year 7.86%
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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.
Tata Dynamic Bond Fund (G) 8.87% 5.99% 7.86%
ICICI Prudential All Seasons Bond Fund (G) 10.62% 7.83% 9.82%

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TATA Dynamic Bond Fund: Best Investment to Handle Interest Rate Uncertainties

The dynamic bond fund of TATA AMC was launched with an aim to provide optimum returns to the Indian investors and the scheme has by far managed to keep its words. The past performance of the scheme has been terrific, surpassing the category’s average and benchmark. The scheme grabs the market opportunity that occurs during interest rate fluctuations by changing the percentage of asset allocation dynamically. Thus, it is one of the best mutual fund investments for the investors who are unsure about the interest rate cycles. Such investors should leave this task to professional fund managers and enjoy high returns in the future.

Unique Style of Investment Followed by TATA Dynamic Bond Fund

The dynamic bond follows a dynamic asset allocation strategy and switches between instruments having different maturity period. For instance, when the fund manager senses that the interest rate will go down in the near future then the fund manager will shift more assets in the long term funds. Doing so, will help the scheme to gain profits as bond prices and interest rate fluctuations are inversely proportional to each other. Moreover, when it is expected that the market will follow a bullish trend in the future then more capital will be shifted in the instruments having less maturity period. When done so, will help the fund manager to reinvest in the instruments at a higher rate.

In this way, TATA Dynamic Bond Fund strives hard to achieve high profit during any market trend.

Furthermore, the debt fund of TATA Mutual Fund parks the cash in high credit quality papers such as AAA and A1+ rated instruments to safeguard the investors’ money from the credit risk. Thus, it is one of the top performing mutual funds in the debt category.

Past Performance of TATA Dynamic Bond Fund

The fund manager, Mr. Akhil Mittal has carefully analyzed each and every market condition which is clearly indicated by the previous track record of the fund. The fund has provided stable returns in the long term and have marked it place in the top recommended mutual funds. For this, the fund picks the top quality security papers which in turn provide higher returns. The 5, 7, and 10-year annualized returns of the scheme ranges between 7% to 8%. The fund has given tough competition to the peer competitors in terms of growth and performance. Moreover, according to the financial experts, the sector allocation of the fund depicts that the fund has huge potential of surging even more returns in the future.

About the Fund Manager

Mr. Akhil Mittal is the senior fund manager at TATA Mutual Fund. Joined in 2014, he handles the fixed income securities and holds great expertise in the same. He is a B.Com and an MBA graduate. Prior to joining TATA Mutual Fund he has worked with several renowned AMCs as well. Apart from handling TATA Dynamic Bond Fund, he also handles other top ranked mutual funds of TATA AMC. Having years of experience, he is capable enough to implement the best investment strategy to provide better returns to the aspiring investors.

Who Should Invest in TATA Dynamic Bond Fund?

  • The dynamic bond is the best investment plan for the investor having low risk appetite. Since the fund diversify the assets in the debt and money market instruments having high credit rating therefore, they are very less affected by the market volatility.
  • The exit load of the scheme is 0.5%, if the redemption is made within 30 days. So, the investors who are in search of high liquidity can park their assets in this low risk fund of TATA Mutual Fund.
  • A good option for the investors who want to achieve stable returns even during market volatility. The dynamic asset allocation strategy helps the scheme to grab market opportunities due to interest rate cycles.

Reading so far, you must have known that TATA Dynamic Bond Fund is one of the best debt funds of TATA AMC. Therefore, if you also want to achieve stable returns in the long term, then you should consider this best SIP plan in your portfolio. Moreover, for calculating the estimated growth that you would be able to accumulate in the future, you should use the SIP Calculator.

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