Aditya Birla Sun Life Dynamic Bond Fund vs Kotak Dynamic Bond Fund
Aditya Birla Sun Life Dynamic Bond Fund (Direct) and Kotak Dynamic Bond Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Dynamic Bond schemes — see the best dynamic bond mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Jan 2013 – 20 Aug 2026, limited by Aditya Birla Sun Life Dynamic Bond Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Aditya Birla Sun Life Dynamic Bond Fund | Kotak Dynamic Bond Fund |
|---|---|---|
| 02 Jan 2013 | ₹100.00 | ₹100.00 |
| 21 Feb 2014 | ₹108.08 | ₹110.56 |
| 12 Apr 2015 | ₹127.20 | ₹123.99 |
| 31 May 2016 | ₹140.21 | ₹137.74 |
| 19 Jul 2017 | ₹159.70 | ₹157.25 |
| 07 Sep 2018 | ₹160.18 | ₹165.03 |
| 27 Oct 2019 | ₹173.22 | ₹189.79 |
| 15 Dec 2020 | ₹183.48 | ₹215.62 |
| 03 Feb 2022 | ₹193.40 | ₹223.96 |
| 25 Mar 2023 | ₹210.27 | ₹235.48 |
| 12 May 2024 | ₹228.78 | ₹258.44 |
| 01 Jul 2025 | ₹256.52 | ₹288.21 |
| 20 Aug 2026 | ₹272.44 | ₹307.78 |
| Metric | Aditya Birla Sun Life · Direct NAV ₹52.97 Moderate risk ★★★☆☆ | Kotak Mahindra · Direct NAV ₹43.70 Moderate risk ★★★★☆ | Category median Dynamic Bond · 22 funds |
|---|---|---|---|
| +6.17% | +7.52%Best in row | +5.66% | |
| +7.86% | +8.14%Best in row | +7.29% | |
| +7.38%Best in row | +6.90% | +6.31% | |
| +6.24% | +7.90%Best in row | +6.97% | |
| +7.63% | +8.60%Best in row | +7.57% | |
| +7.63% | +7.58% | — | |
| +7.40% | +8.60%Best in row | +7.50% | |
| +6.88% | +8.47%Best in row | +7.27% | |
| +7.23% | +8.54%Best in row | +7.67% | |
| Risk | |||
| 2.07%Best in row | 2.45% | 2.06% | |
| 0.66 | 0.67 | 0.37 | |
| 0.93 | 0.95 | 0.53 | |
| -7.47% | -3.22%Best in row | -4.32% | |
| 0.64% | 0.61%Best in row | 0.52% | |
| ₹1,483Cr | ₹2,398Cr | ₹269.83Cr | |
| Up to 0.50% | None | — | |
| ₹1.00K | ₹100 | — | |
| ₹1.00K | ₹100 | — | |
| 181% | — | 181% | |
| Mohit Sharma | Abhishek Bisen | — | |
| 2.6% | 2.7% | — | |
9 rows carry the same value for every fund — show
- Benchmark
- —
- Alpha
- —
- Beta
- —
- Upside capture
- —
- Downside capture
- —
- Lock-in
- None
- Inception
- 02 Jan 2013
- Holdings
- —
- Top 10 weight
- —
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Aditya Birla Sun Life Dynamic Bond Fund or Kotak Dynamic Bond Fund?
Over the last 3 years, Kotak Dynamic Bond Fund returned +8.14% CAGR against Aditya Birla Sun Life Dynamic Bond Fund's +7.86%, computed from AMFI NAV history. Over 5 years: Aditya Birla Sun Life Dynamic Bond Fund +7.38% vs Kotak Dynamic Bond Fund +6.90% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Aditya Birla Sun Life Dynamic Bond Fund or Kotak Dynamic Bond Fund?
Kotak Dynamic Bond Fund has the lower expense ratio: Aditya Birla Sun Life Dynamic Bond Fund charges 0.64% a year against Kotak Dynamic Bond Fund's 0.61%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Aditya Birla Sun Life Dynamic Bond Fund or Kotak Dynamic Bond Fund?
Kotak Dynamic Bond Fund has shown higher volatility (+2.45% annualized vs Aditya Birla Sun Life Dynamic Bond Fund's +2.07%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Aditya Birla Sun Life Dynamic Bond Fund -1.09% vs Kotak Dynamic Bond Fund -2.35%.
Which fund manages more money — Aditya Birla Sun Life Dynamic Bond Fund or Kotak Dynamic Bond Fund?
Kotak Dynamic Bond Fund is the larger fund: Aditya Birla Sun Life Dynamic Bond Fund manages ₹1,483Cr against Kotak Dynamic Bond Fund's ₹2,398Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Aditya Birla Sun Life Dynamic Bond Fund and Kotak Dynamic Bond Fund in the same category?
Yes — both are Dynamic Bond schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.