वर्ष 2019 साठी शीर्ष 7 सर्वोत्कृष्ट परफॉरमिंग डायनॅमिक बाँड फंड

Table of Contents

रिटर्न्सवर आधारित 2019 साठी शीर्ष 7 परफॉरमिंग डायनॅमिक बाँड फंड
सन 2019 साठी सर्वोत्कृष्ट परफॉर्मिंग डायनॅमिक बाँड फंड
Top 7 Funds

2019 साठी शीर्ष 7 सर्वोत्कृष्ट परफॉरमिंग डायनॅमिक बाँड फंड

Updated on February 18, 2025 , 779 views

डायनॅमिकबाँड निधी संदर्भितम्युच्युअल फंड अशी योजना जी परिपक्वता कालावधीत वेगवेगळ्या निश्चित उत्पन्न सिक्युरिटीजमध्ये त्याच्या कॉर्पसमध्ये गुंतवणूक करते. या योजनेत, फंड व्यवस्थापक व्याज दराची परिस्थिती आणि भविष्यातील व्याज दराच्या हालचालींबद्दल त्यांच्या समजुतीच्या आधारे कोणती निश्चित उत्पन्न उपकरणे निवडली जातात यावर कॉल करतात.डायनॅमिक बाँड फंड मध्यम आणि दीर्घ मुदतीच्या गुंतवणूकींसाठी चांगला गुंतवणूक पर्याय मानला जाऊ शकतो. ही योजना अशा लोकांसाठी योग्य आहे ज्यांना नेहमीच व्याज दराच्या परिस्थितीबद्दल संभ्रम वाटतो कारण ते त्यांच्या गुंतवणूकीतून पैसे कमविण्यासाठी फंड मॅनेजरच्या क्रेडेंशियल्सवर अवलंबून राहू शकतात. सन 2019 मध्ये डायनॅमिक बाँड फंडांनी खरोखरच चांगली कामगिरी केली. बर्‍याच योजनांनी ग्राहकांना अपेक्षित परतावा दिला आहे. त्यांच्या कामगिरीवर किंवा रिटर्न्सच्या आधारे 2019 साठी टॉप आणि बेस्ट डायनॅमिक बाँड फंड्सची कामगिरी खालीलप्रमाणे आहे.

Ready to Invest?
Talk to our investment specialist

रिटर्न्सवर आधारित 2019 साठी शीर्ष 7 परफॉरमिंग डायनॅमिक बाँड फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
SBI Dynamic Bond Fund Growth	₹34.5304 ↓ -0.03	₹3,340	1.4	2.7	7.3	6.9	8.6	7.24%	8Y 6M 11D	19Y 7M 13D
Edelweiss Dynamic Bond Fund Growth	₹27.6652 ↑ 0.01	₹1,371	1.6	3.3	7	5.8	7	7.6%	8M 12D	8M 11D
Axis Dynamic Bond Fund Growth	₹28.4762 ↓ -0.02	₹1,373	1.6	3.1	7.7	5.9	8.6	7.08%	8Y 7M 17D	20Y 4M 24D
IDFC Dynamic Bond Fund Growth	₹32.9851 ↓ -0.04	₹3,064	0.9	1.6	6.4	5.5	10	7.14%	12Y 22D	28Y 5M 1D
UTI Dynamic Bond Fund Growth	₹29.9084 ↓ -0.02	₹534	1.5	3.2	7.3	8.6	8.6	7.09%	6Y 5M 5D	14Y 7M 13D
Principal Dynamic Bond Fund Growth	₹31.9328 ↑ 0.02	₹29	5.7	4.4	7.5	2.9		4.84%	3Y 2M 1D	3Y 9M 14D
Kotak Dynamic Bond Fund Growth	₹36.2117 ↓ -0.02	₹3,035	1.2	2.7	7.4	6.1	9.3	7.19%	8Y 11M 12D	19Y 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 25

सन 2019 साठी सर्वोत्कृष्ट परफॉर्मिंग डायनॅमिक बाँड फंड

1. SBI Dynamic Bond Fund

To actively manage a portfolio of good quality debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders.

SBI Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 9 Feb 04. It is a fund with Moderate risk and has given a CAGR/Annualized return of since its launch. Ranked 5 in Dynamic Bond category. Return for 2024 was 8.6% , 2023 was 7.1% and 2022 was 4.2% .

Below is the key information for SBI Dynamic Bond Fund

SBI Dynamic Bond Fund Growth
Launch Date	9 Feb 04
NAV (20 Feb 25)	₹34.5304 ↓ -0.03 (-0.09 %)
Net Assets (Cr)	₹3,340 on 31 Jan 25
Category	Debt - Dynamic Bond
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.48
Sharpe Ratio	0.54
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Months (0.25%),1 Months and above(NIL)
Yield to Maturity	7.24%
Effective Maturity	19 Years 7 Months 13 Days
Modified Duration	8 Years 6 Months 11 Days

Growth of 10,000 investment over the years.

Date	Value

SBI Dynamic Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for SBI Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

Duration	Returns
1 Month	0.7%
3 Month	1.4%
6 Month	2.7%
1 Year	7.3%
3 Year	6.9%
5 Year	6.1%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.6%
2023	7.1%
2022	4.2%
2021	2%
2020	10.4%
2019	12.7%
2018	5.1%
2017	3.9%
2016	15.3%
2015	5.8%

Fund Manager information for SBI Dynamic Bond Fund

Name	Since	Tenure

Data below for SBI Dynamic Bond Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. Edelweiss Dynamic Bond Fund

(Erstwhile Edelweiss Bond Fund)

To generate optimal returns while maintaining liquidity through active management of the portfolio by investing in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized.

Edelweiss Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 27 Jun 08. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.3% since its launch. Ranked 38 in Dynamic Bond category. Return for 2024 was 7% , 2023 was 6.4% and 2022 was 3.5% .

Below is the key information for Edelweiss Dynamic Bond Fund

Edelweiss Dynamic Bond Fund Growth
Launch Date	27 Jun 08
NAV (20 Feb 25)	₹27.6652 ↑ 0.01 (0.04 %)
Net Assets (Cr)	₹1,371 on 15 Feb 25
Category	Debt - Dynamic Bond
AMC	Edelweiss Asset Management Limited
Rating	☆
Risk	Moderate
Expense Ratio	0.97
Sharpe Ratio	-0.16
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	7.6%
Effective Maturity	8 Months 11 Days
Modified Duration	8 Months 12 Days

Growth of 10,000 investment over the years.

Date	Value

Edelweiss Dynamic Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for Edelweiss Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

Duration	Returns
1 Month	0.6%
3 Month	1.6%
6 Month	3.3%
1 Year	7%
3 Year	5.8%
5 Year	5%
10 Year
15 Year
Since launch	6.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7%
2023	6.4%
2022	3.5%
2021	2.8%
2020	6.4%
2019	12.5%
2018	6.2%
2017	2.8%
2016	9.5%
2015	6.9%

Fund Manager information for Edelweiss Dynamic Bond Fund

Name	Since	Tenure

Data below for Edelweiss Dynamic Bond Fund as on 15 Feb 25

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. Axis Dynamic Bond Fund

To generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Axis Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 27 Apr 11. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.9% since its launch. Ranked 22 in Dynamic Bond category. Return for 2024 was 8.6% , 2023 was 6.6% and 2022 was 2.1% .

Below is the key information for Axis Dynamic Bond Fund

Axis Dynamic Bond Fund Growth
Launch Date	27 Apr 11
NAV (20 Feb 25)	₹28.4762 ↓ -0.02 (-0.06 %)
Net Assets (Cr)	₹1,373 on 15 Feb 25
Category	Debt - Dynamic Bond
AMC	Axis Asset Management Company Limited
Rating	☆☆☆
Risk	Moderate
Expense Ratio	0.57
Sharpe Ratio	0.92
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	7.08%
Effective Maturity	20 Years 4 Months 24 Days
Modified Duration	8 Years 7 Months 17 Days

Growth of 10,000 investment over the years.

Date	Value

Axis Dynamic Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Axis Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

Duration	Returns
1 Month	0.6%
3 Month	1.6%
6 Month	3.1%
1 Year	7.7%
3 Year	5.9%
5 Year	6.1%
10 Year
15 Year
Since launch	7.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.6%
2023	6.6%
2022	2.1%
2021	3.9%
2020	12.3%
2019	11%
2018	6.2%
2017	3.4%
2016	13.4%
2015	6.7%

Fund Manager information for Axis Dynamic Bond Fund

Name	Since	Tenure

Data below for Axis Dynamic Bond Fund as on 15 Feb 25

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. IDFC Dynamic Bond Fund

To generate optimal returns with high liquidity by active management of the portfolio; by investing in high quality money market & debt instruments. However there can be no assurance that the investment objectives of the Scheme will be realized.

IDFC Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 3 Dec 08. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.6% since its launch. Ranked 18 in Dynamic Bond category. Return for 2024 was 10% , 2023 was 6.4% and 2022 was 1% .

Below is the key information for IDFC Dynamic Bond Fund

IDFC Dynamic Bond Fund Growth
Launch Date	3 Dec 08
NAV (20 Feb 25)	₹32.9851 ↓ -0.04 (-0.13 %)
Net Assets (Cr)	₹3,064 on 15 Feb 25
Category	Debt - Dynamic Bond
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.61
Sharpe Ratio	0.39
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	7.14%
Effective Maturity	28 Years 5 Months 1 Day
Modified Duration	12 Years 22 Days

Growth of 10,000 investment over the years.

Date	Value

IDFC Dynamic Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for IDFC Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

Duration	Returns
1 Month	0.4%
3 Month	0.9%
6 Month	1.6%
1 Year	6.4%
3 Year	5.5%
5 Year	5.8%
10 Year
15 Year
Since launch	7.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10%
2023	6.4%
2022	1%
2021	1.8%
2020	12.9%
2019	11%
2018	6.8%
2017	3.5%
2016	13.1%
2015	6.1%

Fund Manager information for IDFC Dynamic Bond Fund

Name	Since	Tenure

Data below for IDFC Dynamic Bond Fund as on 15 Feb 25

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. UTI Dynamic Bond Fund

The investment objective of the scheme is to generate optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

UTI Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 16 Jun 10. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.7% since its launch. Ranked 3 in Dynamic Bond category. Return for 2024 was 8.6% , 2023 was 6.2% and 2022 was 10.1% .

Below is the key information for UTI Dynamic Bond Fund

UTI Dynamic Bond Fund Growth
Launch Date	16 Jun 10
NAV (20 Feb 25)	₹29.9084 ↓ -0.02 (-0.06 %)
Net Assets (Cr)	₹534 on 31 Jan 25
Category	Debt - Dynamic Bond
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆☆☆
Risk	Moderate
Expense Ratio	1.54
Sharpe Ratio	0.73
Information Ratio	0
Alpha Ratio	0
Min Investment	10,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.09%
Effective Maturity	14 Years 7 Months 13 Days
Modified Duration	6 Years 5 Months 5 Days

Growth of 10,000 investment over the years.

Date	Value

UTI Dynamic Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148 Invest Now

Returns for UTI Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

Duration	Returns
1 Month	0.6%
3 Month	1.5%
6 Month	3.2%
1 Year	7.3%
3 Year	8.6%
5 Year	8.9%
10 Year
15 Year
Since launch	7.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.6%
2023	6.2%
2022	10.1%
2021	10.8%
2020	5.9%
2019	-3.9%
2018	5.2%
2017	4.2%
2016	14.9%
2015	6.9%

Fund Manager information for UTI Dynamic Bond Fund

Name	Since	Tenure

Data below for UTI Dynamic Bond Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

6. Principal Dynamic Bond Fund

To generate regular income and capital appreciation/ accretion through investment in debt instruments and related securities besides preservation of capital. The scheme will aim to invest its assets in a portfolio of debt instruments and related securities of government, quasi-government, corporate issuers and money market instruments with varying risks – rated investment grade or higher or otherwise comparable (if not rated).

Principal Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 9 May 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.9% since its launch. Ranked 20 in Dynamic Bond category. .

Below is the key information for Principal Dynamic Bond Fund

Principal Dynamic Bond Fund Growth
Launch Date	9 May 03
NAV (03 Sep 20)	₹31.9328 ↑ 0.02 (0.07 %)
Net Assets (Cr)	₹29 on 31 Jul 20
Category	Debt - Dynamic Bond
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.62
Sharpe Ratio	0.54
Information Ratio	-0.95
Alpha Ratio	-4.7
Min Investment	5,000
Min SIP Investment	2,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Yield to Maturity	4.84%
Effective Maturity	3 Years 9 Months 14 Days
Modified Duration	3 Years 2 Months 1 Day

Growth of 10,000 investment over the years.

Date	Value

Principal Dynamic Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for Principal Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

Duration	Returns
1 Month	-0.1%
3 Month	5.7%
6 Month	4.4%
1 Year	7.5%
3 Year	2.9%
5 Year	5.5%
10 Year
15 Year
Since launch	6.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Principal Dynamic Bond Fund

Name	Since	Tenure

Data below for Principal Dynamic Bond Fund as on 31 Jul 20

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

7. Kotak Dynamic Bond Fund

(Erstwhile Kotak Flexi Debt Scheme)

To maximize returns through active management of a portfolio of debt and money market securities.

Kotak Dynamic Bond Fund is a Debt - Medium term Bond fund was launched on 26 May 08. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8% since its launch. Ranked 23 in Medium term Bond category. Return for 2024 was 9.3% , 2023 was 6.5% and 2022 was 2.5% .

Below is the key information for Kotak Dynamic Bond Fund

Kotak Dynamic Bond Fund Growth
Launch Date	26 May 08
NAV (20 Feb 25)	₹36.2117 ↓ -0.02 (-0.05 %)
Net Assets (Cr)	₹3,035 on 31 Jan 25
Category	Debt - Medium term Bond
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	1.3
Sharpe Ratio	0.66
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	7.19%
Effective Maturity	19 Years 29 Days
Modified Duration	8 Years 11 Months 12 Days

Growth of 10,000 investment over the years.

Date	Value

Kotak Dynamic Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Kotak Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

Duration	Returns
1 Month	0.4%
3 Month	1.2%
6 Month	2.7%
1 Year	7.4%
3 Year	6.1%
5 Year	6.2%
10 Year
15 Year
Since launch	8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.3%
2023	6.5%
2022	2.5%
2021	3.2%
2020	11.7%
2019	11.1%
2018	7.3%
2017	5.6%
2016	13.4%
2015	7.5%

Fund Manager information for Kotak Dynamic Bond Fund

Name	Since	Tenure

Data below for Kotak Dynamic Bond Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

Disclaimer:
येथे प्रदान केलेली माहिती अचूक आहे हे सुनिश्चित करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या शुद्धतेबद्दल कोणतीही हमी दिलेली नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.