All comparisons
Head-to-head
HSBC Dynamic Term Fund - Direct Plan - GrowthvsKotak Dynamic Term Fund - Direct Plan - Growth
Side-by-side comparison of HSBC Dynamic Term Fund - Direct Plan - Growth and Kotak Dynamic Term Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debt
HSBC Dynamic Term Fund - Direct Plan - Growth
3Y ago₹1.22 L
5Y ago—
debt
Kotak Dynamic Term Fund - Direct Plan - Growth
3Y ago₹1.26 L
5Y ago₹1.38 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | HSBC Dynamic Term Fund - Direct… | Kotak Dynamic Term Fund - Direc… |
|---|---|---|
| Fund house | HSBC Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Income/Debt Oriented Schemes - Dynamic Term Fund | Income/Debt Oriented Schemes - Dynamic Term Fund |
| Latest NAV | ₹33.4107 | ₹43.5733 |
| Assets managed (AUM) | — | — |
| 1Y return | 4.15% | 7.84% |
| 3Y CAGR | 6.79% | 7.87% |
| 5Y CAGR | — | 6.71% |
| Since inception CAGR | 6.77% | 8.55% |
| Bumpiness · 3Y (annualised σ) | 2.29 | 2.45 |
| Worst drop ever | -1.96% | -3.22% |
| Sharpe · 3Y (rf=6%) | 0.37 | 0.79 |
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