+91-22-489139092019 এর জন্য শীর্ষ 7 সেরা পারফর্মিং ডায়নামিক বন্ড তহবিল
প্রগতিশীলবন্ধন তহবিল বোঝায়পারস্পরিক তহবিল স্কিম যা তার কর্পসকে বিভিন্ন পরিপক্ক সময়ের মধ্যে বিভিন্ন স্থির আয়ের সিকিওরিটিতে বিনিয়োগ করে। এই প্রকল্পে, তহবিল পরিচালকদের সুদের হারের পরিস্থিতি এবং ভবিষ্যতের সুদের হারের চলাচল সম্পর্কে তাদের ধারণার ভিত্তিতে কোন ধরণের স্থির আয়ের যন্ত্রপাতি বেছে নেওয়ার আহ্বান জানানো হয়।গতিশীল বন্ড তহবিল মাঝারি ও দীর্ঘমেয়াদী বিনিয়োগের জন্য একটি ভাল বিনিয়োগ বিকল্প হিসাবে বিবেচনা করা যেতে পারে। এই স্কিমটি এমন লোকদের জন্য উপযুক্ত যারা সুদের হারের পরিস্থিতি সম্পর্কে সর্বদা বিভ্রান্ত বোধ করে কারণ তারা তাদের বিনিয়োগ থেকে অর্থ উপার্জনের জন্য তহবিল পরিচালকের শংসাপত্রগুলির উপর নির্ভর করতে পারে। 2019 সালে, গতিশীল বন্ড তহবিল সত্যিই দুর্দান্ত পারফর্ম করেছে। অনেকগুলি স্কিম গ্রাহকদের প্রত্যাশিত রিটার্ন দিয়েছে। তাদের পারফরম্যান্স বা রিটার্নের ভিত্তিতে 2019 এর জন্য শীর্ষ এবং সেরা ডায়নামিক বন্ড তহবিলের পারফরম্যান্স নীচে রয়েছে।
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রিটার্নের ভিত্তিতে 2019 এর জন্য শীর্ষ 7 পারফর্মিং ডায়নামিক বন্ড তহবিল
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 ₹36.1911
↑ 0.02 ₹4,469 0.3 0.9 4.8 7 5.5 6.49% 2Y 10M 24D 4Y 4M 17D Edelweiss Dynamic Bond Fund Growth ₹29.3515
↓ -0.01 ₹2,300 1.2 2.5 6.6 6.7 6.8 6.35% 5M 1D 5M 1D Axis Dynamic Bond Fund Growth ₹30.2298
↑ 0.01 ₹1,175 0.4 1.4 6.1 7.2 7.1 6.7% 5Y 5M 16D 10Y 5M 1D Bandhan Dynamic Bond Fund Growth ₹34.0325
↓ -0.02 ₹2,435 0.3 0.3 2.6 6.4 3.4 6.69% 3Y 5M 1D 4Y 1M 10D UTI Dynamic Bond Fund Growth ₹31.4484
↓ 0.00 ₹430 0.5 0.8 5.2 6.8 6 6.99% 3Y 4M 6D 4Y 3M 7D Kotak Dynamic Bond Fund Growth ₹38.0342
↑ 0.03 ₹2,677 0.1 0.9 4.9 7.1 5.9 7.21% 6Y 7M 13D 15Y 9M 4D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹47.2538
↑ 0.02 ₹1,878 0.3 1.2 5.9 7.4 7 7.69% 6Y 11D 12Y 7M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 7 Funds showcased
Commentary SBI Dynamic Bond Fund Edelweiss Dynamic Bond Fund Axis Dynamic Bond Fund Bandhan Dynamic Bond Fund UTI Dynamic Bond Fund Kotak Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund Point 1 Highest AUM (₹4,469 Cr). Lower mid AUM (₹2,300 Cr). Bottom quartile AUM (₹1,175 Cr). Upper mid AUM (₹2,435 Cr). Bottom quartile AUM (₹430 Cr). Upper mid AUM (₹2,677 Cr). Lower mid AUM (₹1,878 Cr). Point 2 Oldest track record among peers (21 yrs). Established history (17+ yrs). Established history (14+ yrs). Established history (17+ yrs). Established history (15+ yrs). Established history (17+ yrs). Established history (21+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 1Y return: 4.81% (bottom quartile). 1Y return: 6.57% (top quartile). 1Y return: 6.06% (upper mid). 1Y return: 2.63% (bottom quartile). 1Y return: 5.16% (lower mid). 1Y return: 4.94% (lower mid). 1Y return: 5.92% (upper mid). Point 6 1M return: 0.08% (upper mid). 1M return: 0.30% (top quartile). 1M return: -0.09% (bottom quartile). 1M return: 0.01% (lower mid). 1M return: -0.12% (bottom quartile). 1M return: 0.05% (upper mid). 1M return: -0.09% (lower mid). Point 7 Sharpe: -0.17 (bottom quartile). Sharpe: 1.71 (top quartile). Sharpe: 0.32 (upper mid). Sharpe: -0.45 (bottom quartile). Sharpe: 0.00 (lower mid). Sharpe: -0.02 (lower mid). Sharpe: 0.30 (upper mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.49% (bottom quartile). Yield to maturity (debt): 6.35% (bottom quartile). Yield to maturity (debt): 6.70% (lower mid). Yield to maturity (debt): 6.69% (lower mid). Yield to maturity (debt): 6.99% (upper mid). Yield to maturity (debt): 7.21% (upper mid). Yield to maturity (debt): 7.69% (top quartile). Point 10 Modified duration: 2.90 yrs (upper mid). Modified duration: 0.42 yrs (top quartile). Modified duration: 5.46 yrs (lower mid). Modified duration: 3.42 yrs (lower mid). Modified duration: 3.35 yrs (upper mid). Modified duration: 6.62 yrs (bottom quartile). Modified duration: 6.03 yrs (bottom quartile). SBI Dynamic Bond Fund
Edelweiss Dynamic Bond Fund
Axis Dynamic Bond Fund
Bandhan Dynamic Bond Fund
UTI Dynamic Bond Fund
Kotak Dynamic Bond Fund
Aditya Birla Sun Life Dynamic Bond Fund
2019 সালের জন্য সেরা পারফর্মিং ডায়নামিক বন্ড তহবিল
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. Below is the key information for SBI Dynamic Bond Fund Returns up to 1 year are on (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. Research Highlights for Edelweiss Dynamic Bond Fund Below is the key information for Edelweiss Dynamic Bond Fund Returns up to 1 year are on To generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. Research Highlights for Axis Dynamic Bond Fund Below is the key information for Axis Dynamic Bond Fund Returns up to 1 year are on 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. Research Highlights for Bandhan Dynamic Bond Fund Below is the key information for Bandhan Dynamic Bond Fund Returns up to 1 year are on 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. Research Highlights for UTI Dynamic Bond Fund Below is the key information for UTI Dynamic Bond Fund Returns up to 1 year are on (Erstwhile Kotak Flexi Debt Scheme) To maximize returns through active management of a portfolio of debt and money market securities. Research Highlights for Kotak Dynamic Bond Fund Below is the key information for Kotak Dynamic Bond Fund Returns up to 1 year are on An Open-ended income scheme with the objective to generate optimal returns with high liquidity through active management of the portfolio by investing in high quality debt and money market instruments. Research Highlights for Aditya Birla Sun Life Dynamic Bond Fund Below is the key information for Aditya Birla Sun Life Dynamic Bond Fund Returns up to 1 year are on 1. SBI Dynamic Bond Fund
SBI Dynamic Bond Fund
Growth Launch Date 9 Feb 04 NAV (28 Jan 26) ₹36.1911 ↑ 0.02 (0.05 %) Net Assets (Cr) ₹4,469 on 31 Dec 25 Category Debt - Dynamic Bond AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.44 Sharpe Ratio -0.17 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 6.49% Effective Maturity 4 Years 4 Months 17 Days Modified Duration 2 Years 10 Months 24 Days Growth of 10,000 investment over the years.
Date Value Returns for SBI Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 0.1% 3 Month 0.3% 6 Month 0.9% 1 Year 4.8% 3 Year 7% 5 Year 5.5% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 5.5% 2023 8.6% 2022 7.1% 2021 4.2% 2020 2% 2019 10.4% 2018 12.7% 2017 5.1% 2016 3.9% 2015 15.3% Fund Manager information for SBI Dynamic Bond Fund
Name Since Tenure Data below for SBI Dynamic Bond Fund as on 31 Dec 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
Edelweiss Dynamic Bond Fund
Growth Launch Date 27 Jun 08 NAV (28 Jan 26) ₹29.3515 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹2,300 on 31 Dec 25 Category Debt - Dynamic Bond AMC Edelweiss Asset Management Limited Rating ☆ Risk Moderate Expense Ratio 0.85 Sharpe Ratio 1.71 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.35% Effective Maturity 5 Months 1 Day Modified Duration 5 Months 1 Day Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 0.3% 3 Month 1.2% 6 Month 2.5% 1 Year 6.6% 3 Year 6.7% 5 Year 5.3% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.8% 2023 7% 2022 6.4% 2021 3.5% 2020 2.8% 2019 6.4% 2018 12.5% 2017 6.2% 2016 2.8% 2015 9.5% Fund Manager information for Edelweiss Dynamic Bond Fund
Name Since Tenure Data below for Edelweiss Dynamic Bond Fund as on 31 Dec 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
Axis Dynamic Bond Fund
Growth Launch Date 27 Apr 11 NAV (28 Jan 26) ₹30.2298 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹1,175 on 31 Dec 25 Category Debt - Dynamic Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 0.59 Sharpe Ratio 0.32 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.7% Effective Maturity 10 Years 5 Months 1 Day Modified Duration 5 Years 5 Months 16 Days Growth of 10,000 investment over the years.
Date Value Returns for Axis Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -0.1% 3 Month 0.4% 6 Month 1.4% 1 Year 6.1% 3 Year 7.2% 5 Year 5.6% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 8.6% 2022 6.6% 2021 2.1% 2020 3.9% 2019 12.3% 2018 11% 2017 6.2% 2016 3.4% 2015 13.4% Fund Manager information for Axis Dynamic Bond Fund
Name Since Tenure Data below for Axis Dynamic Bond Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Bandhan Dynamic Bond Fund
Bandhan Dynamic Bond Fund
Growth Launch Date 3 Dec 08 NAV (28 Jan 26) ₹34.0325 ↓ -0.02 (-0.05 %) Net Assets (Cr) ₹2,435 on 31 Dec 25 Category Debt - Dynamic Bond AMC IDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 1.59 Sharpe Ratio -0.45 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.69% Effective Maturity 4 Years 1 Month 10 Days Modified Duration 3 Years 5 Months 1 Day Growth of 10,000 investment over the years.
Date Value Returns for Bandhan Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 0% 3 Month 0.3% 6 Month 0.3% 1 Year 2.6% 3 Year 6.4% 5 Year 4.5% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.4% 2023 10% 2022 6.4% 2021 1% 2020 1.8% 2019 12.9% 2018 11% 2017 6.8% 2016 3.5% 2015 13.1% Fund Manager information for Bandhan Dynamic Bond Fund
Name Since Tenure Data below for Bandhan Dynamic Bond Fund as on 31 Dec 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
UTI Dynamic Bond Fund
Growth Launch Date 16 Jun 10 NAV (28 Jan 26) ₹31.4484 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹430 on 31 Dec 25 Category Debt - Dynamic Bond AMC UTI Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.54 Sharpe Ratio 0 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.99% Effective Maturity 4 Years 3 Months 7 Days Modified Duration 3 Years 4 Months 6 Days Growth of 10,000 investment over the years.
Date Value Returns for UTI Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -0.1% 3 Month 0.5% 6 Month 0.8% 1 Year 5.2% 3 Year 6.8% 5 Year 8.3% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 6% 2023 8.6% 2022 6.2% 2021 10.1% 2020 10.8% 2019 5.9% 2018 -3.9% 2017 5.2% 2016 4.2% 2015 14.9% Fund Manager information for UTI Dynamic Bond Fund
Name Since Tenure Data below for UTI Dynamic Bond Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Kotak Dynamic Bond Fund
Kotak Dynamic Bond Fund
Growth Launch Date 26 May 08 NAV (28 Jan 26) ₹38.0342 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹2,677 on 31 Dec 25 Category Debt - Medium term Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.33 Sharpe Ratio -0.02 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.21% Effective Maturity 15 Years 9 Months 4 Days Modified Duration 6 Years 7 Months 13 Days Growth of 10,000 investment over the years.
Date Value Returns for Kotak Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 0% 3 Month 0.1% 6 Month 0.9% 1 Year 4.9% 3 Year 7.1% 5 Year 5.4% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.9% 2023 9.3% 2022 6.5% 2021 2.5% 2020 3.2% 2019 11.7% 2018 11.1% 2017 7.3% 2016 5.6% 2015 13.4% Fund Manager information for Kotak Dynamic Bond Fund
Name Since Tenure Data below for Kotak Dynamic Bond Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Aditya Birla Sun Life Dynamic Bond Fund
Aditya Birla Sun Life Dynamic Bond Fund
Growth Launch Date 27 Sep 04 NAV (28 Jan 26) ₹47.2538 ↑ 0.02 (0.03 %) Net Assets (Cr) ₹1,878 on 31 Dec 25 Category Debt - Dynamic Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.22 Sharpe Ratio 0.3 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-90 Days (0.5%),90 Days and above(NIL) Yield to Maturity 7.69% Effective Maturity 12 Years 7 Months 28 Days Modified Duration 6 Years 11 Days Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -0.1% 3 Month 0.3% 6 Month 1.2% 1 Year 5.9% 3 Year 7.4% 5 Year 6.6% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7% 2023 8.8% 2022 6.9% 2021 6% 2020 4.9% 2019 9.7% 2018 -0.9% 2017 5.7% 2016 2.2% 2015 14% Fund Manager information for Aditya Birla Sun Life Dynamic Bond Fund
Name Since Tenure Data below for Aditya Birla Sun Life Dynamic Bond Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
এখানে প্রদত্ত তথ্যগুলি নির্ভুল নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। তবে তথ্যের সঠিকতা সম্পর্কিত কোনও গ্যারান্টি দেওয়া হয় না। কোনও বিনিয়োগ করার আগে দয়া করে স্কিম তথ্য নথি দিয়ে যাচাই করুন।
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Research Highlights for SBI Dynamic Bond Fund