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Kotak Dynamic Bond Fund - Direct Plan - Standard Income Distribution cum capital withdrawal option

Kotak · Dynamic Bond
Moderate
₹15.29
Current NAV
03 Nov 2026
5.3%
1Y Return
7.7%
3Y CAGR
6.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.32%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Dynamic Bond mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.02
Sharpe Ratio
0.62
Beta
-1.98
Alpha
1.35
Sortino
Fund Details
Fund House Kotak
Category Dynamic Bond
AUM ₹2070 Cr
Expense Ratio 0.32%
Min SIP ₹500
Min Lumpsum ₹1000
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