Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.25%
1 Month-1.08%
3 Months-0.29%
6 Months+0.66%
1 Year+2.88%
3 Years (CAGR)+6.69%
5 Years (CAGR)+5.52%
10 Years (CAGR)+7.23%
Since Inception (May 2008)+7.76%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+1.58%
3 Year SIP+5.46%
5 Year SIP+5.70%
Since Inception (May 2008)+7.46%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryDynamic Bond
Plan Typeregular
Optiongrowth
AUM₹2,619 Cr
Expense Ratio1.33%
Min SIP₹100
Min Lumpsum₹100
Launch Date29 May 2008
AMFI Code108511
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Dynamic Bond Fund Regular Plan Growth by Kotak Mahindra Mutual Fund is a Dynamic Bond fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Bond category.
About This Fund
Kotak Dynamic Bond Fund Regular Plan Growth is a Dynamic Bond mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 17 years. It manages assets worth ₹2,619 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.33%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations