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Kotak Dynamic Bond Fund Regular Plan Growth

Kotak · Dynamic Bond
Moderate
₹39.22
Current NAV
25 Jun 2026
16.7%
1Y Return
21.7%
3Y CAGR
17.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.27).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.77
Sharpe Ratio
0.47
Beta
2.27
Alpha
2.07
Sortino
Fund Details
Fund House Kotak
Category Dynamic Bond
AUM ₹8320 Cr
Expense Ratio 1.67%
Min SIP ₹500
Min Lumpsum ₹1000
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