Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Dynamic Bond Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Dynamic Bond Fund |
1 | The Aditya Birla Sun Life Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 6.76% | 6.14% | -0.85% | -1.41% | -0.16 | -0.08 | 0.49 |
|
Icici Prudential All Seasons Bond Fund |
2 | The Icici Prudential All Seasons Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 79% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 7.40% | 5.81% | -0.86% | -1.46% | -0.60 | -0.21 | 0.43 |
|
Iifl Dynamic Bond Fund |
3 | The Iifl Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 6.46% | 5.71% | -1.14% | -1.04% | -0.61 | -0.22 | 0.37 |
|
Quantum Dynamic Bond Fund |
4 | The Quantum Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 7.62% | 5.04% | -0.97% | -0.88% | -1.19 | -0.37 | 0.44 |
|
Uti Dynamic Bond Fund |
5 | The Uti Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 6.14% | 9.21% | -1.41% | -1.06% | 0.24 | 0.28 | 0.47 |
|
Jm Dynamic Bond Fund |
6 | The Jm Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 6.11% | 4.43% | -0.93% | -1.40% | -1.71 | -0.49 | 0.38 |
|
Hdfc Dynamic Debt Fund |
7 | None | % | % | -1.67% | -1.56% | -0.42 | -0.22 | 0.51 |
|
Indiabulls Dynamic Bond Fund |
8 | The Indiabulls Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 19% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 33% of the KPIs that are in bottom quartile. | 5.28% | 4.57% | -1.05% | -2.13% | -1.30 | -0.43 | 0.49 |
|
Sbi Dynamic Bond Fund |
9 | The Sbi Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 7.37% | 4.79% | -1.77% | -2.08% | -1.04 | -0.34 | 0.47 |
|
Pgim India Dynamic Bond Fund |
10 | The Pgim India Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 5.44% | 3.82% | -1.35% | -1.21% | -1.70 | -0.48 | 0.45 |
|
Canara Robeco Dynamic Bond Fund |
11 | The Canara Robeco Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.88% | 3.32% | -1.29% | -2.57% | -1.86 | -0.51 | 0.43 |
|
Axis Dynamic Bond Fund |
12 | The Axis Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 7.40% | 4.74% | -2.86% | -4.45% | -0.64 | -0.22 | 0.45 |
|
Dsp Strategic Bond Fund |
13 | None | % | % | -2.58% | -2.73% | -0.97 | -0.31 | 0.46 |
|
Nippon India Dynamic Bond Fund |
14 | The Nippon India Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. | 7.32% | 4.80% | -3.28% | -5.40% | -0.65 | -0.22 | 0.48 |
|
Mahindra Manulife Dynamic Bond Yojana |
15 | The Mahindra Manulife Dynamic Bond Yojana is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has 12<sup>th</sup> KPIs that are in bottom quartile. The fund has 63% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.98% | 3.01% | -2.33% | -1.93% | -2.12 | -0.56 | 0.41 |
|
Kotak Dynamic Bond Fund |
16 | The Kotak Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. | 6.26% | 4.53% | -2.04% | -3.18% | -0.92 | -0.30 | 0.46 |
|
Mirae Asset Dynamic Bond Fund |
17 | The Mirae Asset Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.39% | 3.23% | -3.10% | -4.11% | -1.61 | -0.45 | 0.40 |
|
Idfc Dynamic Bond Fund |
18 | The Idfc Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.38% | 3.53% | -2.79% | -5.67% | -1.11 | -0.34 | 0.41 |
|
Union Dynamic Bond Fund |
19 | The Union Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 19<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.48% | 3.27% | -2.59% | -3.68% | -1.33 | -0.40 | 0.44 |
****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Dynamic Bond Fund |
-0.13
|
11 |
-0.13
|
12 |
0.23
|
10 |
1.10
|
7 |
3.41
|
9 |
6.76
|
7 |
6.14
|
2 |
5.66
|
14 |
| Baroda BNP Paribas Dynamic Bond Fund |
-0.08
|
6 |
-0.13
|
13 |
0.39
|
4 |
0.86
|
12 |
3.43
|
8 |
7.08
|
6 |
|
|
||
| Canara Robeco Dynamic Bond Fund |
-0.23
|
18 |
-0.28
|
18 |
-0.06
|
19 |
0.54
|
17 |
2.36
|
18 |
5.88
|
16 |
3.32
|
14 |
5.73
|
13 |
| DSP Strategic Bond Fund |
|
|
|
|
|
|
|
|
||||||||
| HDFC Dynamic Debt Fund |
|
|
|
|
|
|
|
|
||||||||
| ICICI Prudential All Seasons Bond Fund |
-0.05
|
2 |
-0.01
|
5 |
0.43
|
2 |
1.47
|
1 |
3.85
|
3 |
7.40
|
3 |
5.81
|
3 |
7.81
|
1 |
| IDBI Dynamic Bond Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Dynamic Bond Fund |
-0.24
|
19 |
-0.40
|
19 |
0.03
|
18 |
0.37
|
19 |
2.47
|
17 |
6.38
|
11 |
3.53
|
13 |
7.13
|
6 |
| Iifl Dynamic Bond Fund |
-0.13
|
14 |
-0.12
|
10 |
0.22
|
11 |
1.14
|
5 |
3.82
|
4 |
6.46
|
9 |
5.71
|
4 |
6.47
|
10 |
| Indiabulls Dynamic Bond Fund |
-0.10
|
9 |
-0.07
|
7 |
0.26
|
9 |
0.51
|
18 |
1.82
|
19 |
5.28
|
19 |
4.57
|
9 |
|
|
| ITI Dynamic Bond Fund |
-0.08
|
7 |
-0.03
|
6 |
0.29
|
8 |
1.12
|
6 |
2.75
|
16 |
5.56
|
17 |
|
|
||
| JM Dynamic Bond Fund |
-0.06
|
3 |
0.01
|
2 |
0.34
|
5 |
0.73
|
14 |
2.93
|
14 |
6.11
|
14 |
4.43
|
11 |
5.37
|
15 |
| Kotak Dynamic Bond Fund |
-0.13
|
13 |
-0.19
|
16 |
0.16
|
15 |
1.19
|
3 |
3.52
|
7 |
6.26
|
12 |
4.53
|
10 |
7.33
|
4 |
| Mahindra Manulife Dynamic Bond Yojana |
-0.15
|
15 |
-0.15
|
14 |
0.21
|
12 |
0.70
|
15 |
2.93
|
13 |
5.98
|
15 |
3.01
|
17 |
4.53
|
16 |
| Mirae Asset Dynamic Bond Fund |
-0.01
|
1 |
0.03
|
1 |
0.34
|
6 |
1.07
|
10 |
3.07
|
12 |
6.39
|
10 |
3.23
|
16 |
6.54
|
9 |
| Nippon India Dynamic Bond Fund |
-0.07
|
5 |
-0.10
|
8 |
0.30
|
7 |
1.09
|
8 |
4.24
|
1 |
7.32
|
5 |
4.80
|
6 |
6.76
|
7 |
| SBI Dynamic Bond Fund |
-0.12
|
10 |
-0.12
|
11 |
0.17
|
13 |
0.88
|
11 |
3.69
|
5 |
7.37
|
4 |
4.79
|
7 |
7.56
|
3 |
| Union Dynamic Bond Fund |
-0.19
|
16 |
-0.17
|
15 |
0.07
|
17 |
0.58
|
16 |
2.86
|
15 |
6.48
|
8 |
3.27
|
15 |
6.25
|
11 |
| UTI Dynamic Bond Fund |
-0.06
|
4 |
-0.00
|
3 |
0.40
|
3 |
1.23
|
2 |
3.24
|
10 |
6.14
|
13 |
9.21
|
1 |
5.90
|
12 |
| PGIM India Dynamic Bond Fund |
-0.13
|
12 |
-0.10
|
9 |
0.16
|
14 |
0.83
|
13 |
3.07
|
11 |
5.44
|
18 |
3.82
|
12 |
6.59
|
8 |
| Quantum Dynamic Bond Fund |
-0.21
|
17 |
-0.24
|
17 |
0.12
|
16 |
1.17
|
4 |
3.64
|
6 |
7.62
|
1 |
5.04
|
5 |
7.20
|
5 |
| Axis Dynamic Bond Fund |
-0.09
|
8 |
-0.01
|
4 |
0.46
|
1 |
1.07
|
9 |
3.87
|
2 |
7.40
|
2 |
4.74
|
8 |
7.58
|
2 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Dynamic Bond Fund |
-0.13
|
11 |
-0.13
|
12 |
0.23
|
10 |
1.10
|
7 |
3.41
|
9 |
6.76
|
7 |
6.14
|
2 |
5.66
|
14 |
| Baroda BNP Paribas Dynamic Bond Fund |
-0.08
|
6 |
-0.13
|
13 |
0.39
|
4 |
0.86
|
12 |
3.43
|
8 |
7.08
|
6 |
|
|
||
| Canara Robeco Dynamic Bond Fund |
-0.23
|
18 |
-0.28
|
18 |
-0.06
|
19 |
0.54
|
17 |
2.36
|
18 |
5.88
|
16 |
3.32
|
14 |
5.73
|
13 |
| DSP Strategic Bond Fund |
|
|
|
|
|
|
|
|
||||||||
| HDFC Dynamic Debt Fund |
|
|
|
|
|
|
|
|
||||||||
| ICICI Prudential All Seasons Bond Fund |
-0.05
|
2 |
-0.01
|
5 |
0.43
|
2 |
1.47
|
1 |
3.85
|
3 |
7.40
|
3 |
5.81
|
3 |
7.81
|
1 |
| IDBI Dynamic Bond Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Dynamic Bond Fund |
-0.24
|
19 |
-0.40
|
19 |
0.03
|
18 |
0.37
|
19 |
2.47
|
17 |
6.38
|
11 |
3.53
|
13 |
7.13
|
6 |
| Iifl Dynamic Bond Fund |
-0.13
|
14 |
-0.12
|
10 |
0.22
|
11 |
1.14
|
5 |
3.82
|
4 |
6.46
|
9 |
5.71
|
4 |
6.47
|
10 |
| Indiabulls Dynamic Bond Fund |
-0.10
|
9 |
-0.07
|
7 |
0.26
|
9 |
0.51
|
18 |
1.82
|
19 |
5.28
|
19 |
4.57
|
9 |
|
|
| ITI Dynamic Bond Fund |
-0.08
|
7 |
-0.03
|
6 |
0.29
|
8 |
1.12
|
6 |
2.75
|
16 |
5.56
|
17 |
|
|
||
| JM Dynamic Bond Fund |
-0.06
|
3 |
0.01
|
2 |
0.34
|
5 |
0.73
|
14 |
2.93
|
14 |
6.11
|
14 |
4.43
|
11 |
5.37
|
15 |
| Kotak Dynamic Bond Fund |
-0.13
|
13 |
-0.19
|
16 |
0.16
|
15 |
1.19
|
3 |
3.52
|
7 |
6.26
|
12 |
4.53
|
10 |
7.33
|
4 |
| Mahindra Manulife Dynamic Bond Yojana |
-0.15
|
15 |
-0.15
|
14 |
0.21
|
12 |
0.70
|
15 |
2.93
|
13 |
5.98
|
15 |
3.01
|
17 |
4.53
|
16 |
| Mirae Asset Dynamic Bond Fund |
-0.01
|
1 |
0.03
|
1 |
0.34
|
6 |
1.07
|
10 |
3.07
|
12 |
6.39
|
10 |
3.23
|
16 |
6.54
|
9 |
| Nippon India Dynamic Bond Fund |
-0.07
|
5 |
-0.10
|
8 |
0.30
|
7 |
1.09
|
8 |
4.24
|
1 |
7.32
|
5 |
4.80
|
6 |
6.76
|
7 |
| SBI Dynamic Bond Fund |
-0.12
|
10 |
-0.12
|
11 |
0.17
|
13 |
0.88
|
11 |
3.69
|
5 |
7.37
|
4 |
4.79
|
7 |
7.56
|
3 |
| Union Dynamic Bond Fund |
-0.19
|
16 |
-0.17
|
15 |
0.07
|
17 |
0.58
|
16 |
2.86
|
15 |
6.48
|
8 |
3.27
|
15 |
6.25
|
11 |
| UTI Dynamic Bond Fund |
-0.06
|
4 |
-0.00
|
3 |
0.40
|
3 |
1.23
|
2 |
3.24
|
10 |
6.14
|
13 |
9.21
|
1 |
5.90
|
12 |
| PGIM India Dynamic Bond Fund |
-0.13
|
12 |
-0.10
|
9 |
0.16
|
14 |
0.83
|
13 |
3.07
|
11 |
5.44
|
18 |
3.82
|
12 |
6.59
|
8 |
| Quantum Dynamic Bond Fund |
-0.21
|
17 |
-0.24
|
17 |
0.12
|
16 |
1.17
|
4 |
3.64
|
6 |
7.62
|
1 |
5.04
|
5 |
7.20
|
5 |
| Axis Dynamic Bond Fund |
-0.09
|
8 |
-0.01
|
4 |
0.46
|
1 |
1.07
|
9 |
3.87
|
2 |
7.40
|
2 |
4.74
|
8 |
7.58
|
2 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Dynamic Bond Fund |
0.47
|
7 |
1.44
|
6 |
3.92
|
5 |
5.71
|
3 |
4.60
|
18 |
| Axis Dynamic Bond Fund |
0.46
|
11 |
1.39
|
7 |
3.90
|
6 |
3.43
|
9 |
7.17
|
4 |
| Mirae Asset Dynamic Bond Fund |
0.40
|
20 |
1.14
|
20 |
3.17
|
14 |
2.34
|
15 |
6.11
|
12 |
| Canara Robeco Dynamic Bond Fund |
0.42
|
17 |
1.24
|
17 |
3.13
|
15 |
2.12
|
16 |
5.43
|
16 |
| Dsp Strategic Bond Fund |
0.45
|
14 |
1.28
|
14 |
2.68
|
20 |
2.65
|
14 |
7.43
|
3 |
| Hdfc Dynamic Debt Fund |
0.46
|
12 |
1.37
|
8 |
3.30
|
9 |
5.89
|
2 |
6.39
|
9 |
| Icici Prudential All Seasons Bond Fund |
0.53
|
2 |
1.75
|
4 |
3.98
|
3 |
4.64
|
5 |
7.59
|
2 |
| Idfc Dynamic Bond Fund |
0.45
|
15 |
1.17
|
19 |
3.20
|
13 |
2.10
|
17 |
6.93
|
7 |
| Iifl Dynamic Bond Fund |
0.47
|
8 |
1.28
|
13 |
3.27
|
10 |
5.37
|
4 |
6.25
|
10 |
| Indiabulls Dynamic Bond Fund |
0.49
|
4 |
1.25
|
16 |
2.79
|
18 |
3.61
|
8 |
|
|
| Jm Dynamic Debt Fund |
0.41
|
18 |
1.36
|
9 |
3.07
|
17 |
3.75
|
7 |
4.88
|
17 |
| Kotak Dynamic Bond Fund |
0.47
|
10 |
1.33
|
10 |
3.26
|
12 |
3.18
|
10 |
7.09
|
6 |
| Nippon India Dynamic Bond Fund |
0.48
|
6 |
1.53
|
5 |
4.13
|
2 |
3.13
|
12 |
5.93
|
13 |
| Pgim India Dynamic Bond Fund |
0.37
|
21 |
1.04
|
21 |
2.42
|
21 |
2.81
|
13 |
6.21
|
11 |
| Quantum Dynamic Bond Fund |
0.53
|
1 |
1.86
|
2 |
3.84
|
7 |
3.97
|
6 |
6.88
|
8 |
| Sbi Dynamic Asset Bond Fund |
0.52
|
3 |
1.93
|
1 |
4.14
|
1 |
3.17
|
11 |
7.12
|
5 |
| Union Dynamic Bond Fund |
0.43
|
16 |
1.31
|
12 |
3.26
|
11 |
2.06
|
18 |
5.92
|
14 |
| Uti Dynamic Bond Fund |
0.48
|
5 |
1.31
|
11 |
3.35
|
8 |
10.97
|
1 |
7.68
|
1 |
| Mahindra Manulife Dynamic Bond Yojana |
0.40
|
19 |
1.20
|
18 |
3.12
|
16 |
1.92
|
19 |
3.52
|
19 |
| Iti Dynamic Bond Fund |
0.46
|
13 |
1.27
|
15 |
2.73
|
19 |
|
|
||
| Baroda Bnp Paribas Dynamic Bond Fund |
0.47
|
9 |
1.76
|
3 |
3.92
|
4 |
|
|
||
| Idbi Dynamic Bond Fund |
|
|
|
|
5.82
|
15 | ||||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Dynamic Bond Fund |
0.52
|
10 |
1.59
|
7 |
4.21
|
5 |
6.32
|
3 |
5.21
|
18 |
| Axis Dynamic Bond Fund |
0.49
|
16 |
1.49
|
11 |
4.11
|
6 |
3.85
|
12 |
7.69
|
7 |
| Mirae Asset Dynamic Bond Fund |
0.48
|
18 |
1.37
|
18 |
3.66
|
13 |
3.32
|
14 |
7.17
|
10 |
| Canara Robeco Dynamic Bond Fund |
0.51
|
11 |
1.51
|
10 |
3.69
|
11 |
3.23
|
16 |
6.42
|
15 |
| Dsp Strategic Bond Fund |
0.51
|
14 |
1.44
|
15 |
3.01
|
21 |
3.29
|
15 |
8.12
|
3 |
| Hdfc Dynamic Debt Fund |
0.56
|
3 |
1.67
|
5 |
3.94
|
7 |
6.99
|
2 |
7.21
|
9 |
| Icici Prudential All Seasons Bond Fund |
0.59
|
2 |
1.93
|
3 |
4.35
|
3 |
5.48
|
5 |
8.38
|
1 |
| Idfc Dynamic Bond Fund |
0.51
|
12 |
1.38
|
16 |
3.64
|
14 |
2.99
|
18 |
7.82
|
6 |
| Iifl Dynamic Bond Fund |
0.49
|
15 |
1.34
|
21 |
3.40
|
15 |
5.68
|
4 |
6.72
|
12 |
| Indiabulls Dynamic Bond Fund |
0.54
|
9 |
1.37
|
17 |
3.03
|
20 |
4.14
|
7 |
|
|
| Jm Dynamic Debt Fund |
0.44
|
21 |
1.44
|
14 |
3.25
|
18 |
4.24
|
6 |
5.54
|
17 |
| Kotak Dynamic Bond Fund |
0.55
|
6 |
1.55
|
8 |
3.74
|
10 |
4.01
|
10 |
7.87
|
5 |
| Nippon India Dynamic Bond Fund |
0.51
|
13 |
1.64
|
6 |
4.35
|
4 |
3.56
|
13 |
6.47
|
14 |
| Pgim India Dynamic Bond Fund |
0.47
|
19 |
1.35
|
20 |
3.06
|
19 |
4.04
|
9 |
7.28
|
8 |
| Quantum Dynamic Bond Fund |
0.55
|
4 |
1.89
|
4 |
3.91
|
8 |
4.09
|
8 |
7.01
|
11 |
| Sbi Dynamic Asset Bond Fund |
0.59
|
1 |
2.12
|
1 |
4.54
|
1 |
3.96
|
11 |
7.88
|
4 |
| Union Dynamic Bond Fund |
0.45
|
20 |
1.36
|
19 |
3.37
|
16 |
2.32
|
19 |
6.20
|
16 |
| Uti Dynamic Bond Fund |
0.54
|
8 |
1.49
|
12 |
3.75
|
9 |
11.58
|
1 |
8.31
|
2 |
| Mahindra Manulife Dynamic Bond Yojana |
0.49
|
17 |
1.46
|
13 |
3.69
|
12 |
3.04
|
17 |
4.67
|
19 |
| Iti Dynamic Bond Fund |
0.54
|
7 |
1.53
|
9 |
3.27
|
17 |
|
|
||
| Baroda Bnp Paribas Dynamic Bond Fund |
0.55
|
5 |
2.00
|
2 |
4.44
|
2 |
|
|
||
| Idbi Dynamic Bond Fund |
|
|
|
|
6.64
|
13 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Dynamic Bond Fund |
-1.41
|
6 |
-0.85
|
1 |
-0.43
|
3 |
2.61
|
12 |
1.36
|
7 |
| Baroda Bnp Paribas Dynamic Bond Fund |
|
|
|
|
|
|||||
| Canara Robeco Dynamic Bond Fund |
-2.57
|
13 |
-1.29
|
7 |
-0.60
|
10 |
1.98
|
7 |
1.47
|
9 |
| Dsp Strategic Bond Fund |
-2.73
|
14 |
-2.58
|
15 |
-0.81
|
16 |
2.91
|
15 |
2.21
|
16 |
| Hdfc Dynamic Debt Fund |
-1.56
|
8 |
-1.67
|
10 |
-0.77
|
13 |
3.45
|
17 |
1.56
|
10 |
| Icici Prudential All Seasons Bond Fund |
-1.46
|
7 |
-0.86
|
2 |
-0.57
|
8 |
1.92
|
6 |
1.35
|
6 |
| Idbi Dynamic Bond Fund |
-2.31
|
12 |
-1.78
|
12 |
-0.57
|
9 |
2.44
|
11 |
1.68
|
11 |
| Idfc Dynamic Bond Fund |
-5.67
|
20 |
-2.79
|
17 |
-1.11
|
18 |
3.16
|
16 |
2.51
|
18 |
| Iifl Dynamic Bond Fund |
-1.04
|
2 |
-1.14
|
6 |
-0.44
|
4 |
1.92
|
5 |
1.34
|
5 |
| Indiabulls Dynamic Bond Fund |
-2.13
|
11 |
-1.05
|
5 |
-0.50
|
6 |
2.06
|
8 |
1.33
|
4 |
| Jm Dynamic Bond Fund |
-1.40
|
5 |
-0.93
|
3 |
-0.33
|
2 |
1.47
|
1 |
1.03
|
1 |
| Kotak Dynamic Bond Fund |
-3.18
|
15 |
-2.04
|
13 |
-0.77
|
14 |
2.67
|
13 |
2.00
|
14 |
| Mahindra Manulife Dynamic Bond Yojana |
-1.93
|
9 |
-2.33
|
14 |
-0.56
|
7 |
1.74
|
3 |
1.25
|
3 |
| Mirae Asset Dynamic Bond Fund |
-4.11
|
17 |
-3.10
|
19 |
-0.78
|
15 |
2.36
|
9 |
1.89
|
13 |
| Nippon India Dynamic Bond Fund |
-5.40
|
19 |
-3.28
|
20 |
-1.32
|
20 |
4.12
|
19 |
3.07
|
20 |
| Sbi Dynamic Bond Fund |
-2.08
|
10 |
-1.77
|
11 |
-0.70
|
12 |
2.39
|
10 |
1.73
|
12 |
| Union Dynamic Bond Fund |
-3.68
|
16 |
-2.59
|
16 |
-1.16
|
19 |
2.80
|
14 |
2.10
|
15 |
| Uti Dynamic Bond Fund |
-1.06
|
3 |
-1.41
|
9 |
-0.68
|
11 |
6.69
|
20 |
2.21
|
17 |
| Pgim India Dynamic Bond Fund |
-1.21
|
4 |
-1.35
|
8 |
-0.47
|
5 |
1.85
|
4 |
1.37
|
8 |
| Quantum Dynamic Bond Fund |
-0.88
|
1 |
-0.97
|
4 |
-0.27
|
1 |
1.72
|
2 |
1.24
|
2 |
| Axis Dynamic Bond Fund |
-4.45
|
18 |
-2.86
|
18 |
-1.03
|
17 |
3.63
|
18 |
2.70
|
19 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Dynamic Bond Fund |
-0.16
|
2 |
-0.08
|
2 |
0.61
|
2 |
0.49
|
0.74
|
8 | 1.15 | 2 |
0.69
|
7 |
-0.00
|
1 |
0.55
|
2 |
1.0281
|
3 |
| Baroda Bnp Paribas Dynamic Bond Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Canara Robeco Dynamic Bond Fund |
-1.86
|
19 |
-0.51
|
19 |
0.28
|
16 |
0.43
|
-0.07
|
10 | 0.64 | 7 |
0.69
|
6 |
-0.06
|
13 |
0.13
|
14 |
-1.9238
|
14 |
| Dsp Strategic Bond Fund |
-0.97
|
9 |
-0.31
|
9 |
0.32
|
14 |
0.46
|
0.21
|
9 | 0.79 | 6 |
0.64
|
10 |
-0.04
|
5 |
0.35
|
6 |
-0.2962
|
7 |
| Hdfc Dynamic Debt Fund |
-0.42
|
3 |
-0.22
|
7 |
0.48
|
5 |
0.51
|
3.72
|
2 | 0.30 | 13 |
0.03
|
13 |
-0.05
|
11 |
0.48
|
3 |
1.4369
|
2 |
| Icici Prudential All Seasons Bond Fund |
-0.60
|
4 |
-0.21
|
3 |
0.54
|
3 |
0.43
|
|
|
|
|
|
|||||||
| Idbi Dynamic Bond Fund |
-0.97
|
10 |
-0.33
|
10 |
0.39
|
8 |
0.42
|
|
|
|
|
|
|||||||
| Idfc Dynamic Bond Fund |
-1.11
|
12 |
-0.34
|
11 |
0.26
|
17 |
0.41
|
-1.47
|
14 | 1.02 | 3 |
0.75
|
5 |
-0.03
|
4 |
0.31
|
7 |
-1.0417
|
10 |
| Iifl Dynamic Bond Fund |
-0.61
|
5 |
-0.22
|
4 |
0.52
|
4 |
0.37
|
2.86
|
3 | 0.58 | 9 |
0.64
|
11 |
-0.02
|
3 |
0.43
|
4 |
0.3714
|
5 |
| Indiabulls Dynamic Bond Fund |
-1.30
|
14 |
-0.43
|
15 |
0.38
|
9 |
0.49
|
1.25
|
6 | 0.58 | 8 |
0.77
|
4 |
-0.05
|
10 |
0.27
|
9 |
-1.3895
|
12 |
| Jm Dynamic Bond Fund |
-1.71
|
18 |
-0.49
|
18 |
0.40
|
7 |
0.38
|
1.95
|
5 | 0.46 | 12 |
0.68
|
8 |
-0.06
|
12 |
0.17
|
13 |
-0.4097
|
8 |
| Kotak Dynamic Bond Fund |
-0.92
|
8 |
-0.30
|
8 |
0.37
|
11 |
0.46
|
|
|
|
|
|
|||||||
| Mahindra Manulife Dynamic Bond Yojana |
-2.12
|
20 |
-0.56
|
20 |
0.26
|
18 |
0.41
|
|
|
|
|
|
|||||||
| Mirae Asset Dynamic Bond Fund |
-1.61
|
16 |
-0.45
|
16 |
0.23
|
20 |
0.40
|
-0.99
|
12 | 0.83 | 5 |
0.81
|
3 |
-0.05
|
9 |
0.19
|
11 |
-1.7751
|
13 |
| Nippon India Dynamic Bond Fund |
-0.65
|
7 |
-0.22
|
6 |
0.32
|
15 |
0.48
|
|
|
|
|
|
|||||||
| Sbi Dynamic Bond Fund |
-1.04
|
11 |
-0.34
|
12 |
0.38
|
10 |
0.47
|
|
|
|
|
|
|||||||
| Union Dynamic Bond Fund |
-1.33
|
15 |
-0.40
|
14 |
0.25
|
19 |
0.44
|
-1.23
|
13 | 0.90 | 4 |
0.83
|
2 |
-0.04
|
8 |
0.26
|
10 |
-1.1417
|
11 |
| Uti Dynamic Bond Fund |
0.24
|
1 |
0.28
|
1 |
0.77
|
1 |
0.47
|
9.99
|
1 | -0.40 | 14 |
0.02
|
14 |
-0.04
|
7 |
0.64
|
1 |
5.7938
|
1 |
| Pgim India Dynamic Bond Fund |
-1.70
|
17 |
-0.48
|
17 |
0.33
|
13 |
0.45
|
1.11
|
7 | 0.49 | 11 |
0.55
|
12 |
-0.06
|
14 |
0.17
|
12 |
-0.9733
|
9 |
| Quantum Dynamic Bond Fund |
-1.19
|
13 |
-0.37
|
13 |
0.45
|
6 |
0.44
|
2.15
|
4 | 0.52 | 10 |
0.65
|
9 |
-0.04
|
6 |
0.29
|
8 |
0.4846
|
4 |
| Axis Dynamic Bond Fund |
-0.64
|
6 |
-0.22
|
5 |
0.36
|
12 |
0.45
|
-0.99
|
11 | 1.20 | 1 |
0.93
|
1 |
-0.02
|
2 |
0.42
|
5 |
0.2932
|
6 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.