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Top Dynamic Bond Funds Rated by FINCASH for 2024 - 2025

Fincash » Fincash’s Top Rated Dynamic Bond Funds

Top Dynamic Bond Funds Rated by FINCASH for 2024 - 2025

Updated on April 11, 2024 , 772 views

Dynamic bond Funds can be considered as an investment option for mid or long-term plan. This Mutual Fund scheme invests its corpus in fixed Income securities consisting of varying maturity periods. In this fund, the fund managers decide on which funds they need to invest based on their perception of the interest rate scenario and future interest rate movements.

Investors who feel puzzled about the interest rate scenario can prefer Investing in Dynamic Bond Funds. You can rely on the view of the fund managers to earn profits through this fund. Some of the best performing dynamic bond funds to invest in are as follows:

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Top Rated Dynamic Bond Funds

FundNAVNet Assets (Cr)Rating3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. MaturityExit Load
Aditya Birla Sun Life Medium Term Plan Growth ₹34.3078
↓ -0.05
₹1,8871.73.76.612.36.98.2%3Y 9M 14D6Y 4M 6D 0-365 Days (1%),365 Days and above(NIL)
Axis Strategic Bond Fund Growth ₹25.1592
↓ -0.03
₹1,9772. 9M 18D5Y 4M 20D 0-12 Months (1%),12 Months and above(NIL)
Nippon India Strategic Debt Fund Growth ₹13.9488
↓ -0.01
₹1201. 5M 19D4Y 9M 0-12 Months (1%),12 Months and above(NIL)
Kotak Medium Term Fund Growth ₹20.4299
↓ -0.04
₹1,7302. 22D4Y 10M 20D 0-18 Months (2%),18 Months and above(NIL)
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24

Why Are These Top Performers?

Fincash has employed the following parameters for shortlisting the top performing funds:

  • Past Returns: Return analysis of last 3 years.

  • Parameters & Weights: Information ratio with some modifications for our ratings and rankings.

  • Qualitative & Quantitative Analysis: Quantitative measures like Average Maturity, Credit Quality, Expense Ratio, Sharpe Ratio, Sortino Ratio, Alpa, including fund age and the size of the fund has been considered. Qualitative analysis like the reputation of the fund along with the fund manager is one of the important parameters that you would see in the listed funds.

  • Asset Size: The minimum AUM criteria for debt mutual fund are INR 100 Crores with some exceptions at times for new funds that are doing well in the Market.

  • Performance with Respect to Benchmark: Peer average.

Smart Tips to Invest in Dynamic Bond Funds

Some of the important tips to consider while investing in dynamic bond funds are:

  • Investment Tenure: Investors planning to invest in dynamic bond funds should stay invested for minimum three years.

  • Invest via a SIP: SIP or Systematic Investment plan is the most efficient way to invest in a Mutual Fund. They not only provide a systematic way of investing, but also ensures regular investment growth. You can invest in a SIP with an amount as low as INR 500.

All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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