Click here for top ranked funds in dynamic bond mutual funds.
However, Scripbox does not recommend investing in dynamic bond mutual funds.
Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.
Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
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Scheme Information
Investment Objective
The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Aditya Birla Sun Life AMC Ltd manages assets worth 295,814 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q)
About Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q)
Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) is a dynamic bond debt fund and has delivered an annualised return of 6.2% over a period of 17 years ..The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Bhupesh Bameta, Mohit Sharma
Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) Investment Objective
The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments. However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) NAV,AUM,Risk
The Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Sep 30, 2004. The NAV (Net Asset Value) of this dynamic bond debt as of 2021-07-29 is ₹ 10.359. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 1620.968. The category risk of the Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) fund is Moderately High risk.
The fund charges 1.65 % as expense ratio.
Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) Holdings
The fund’s highest allocation is towards debt and has invested 91.7% in this asset class. The top three holdings of the fund are india grid trust,tata housing development company limited and power finance corporation limited
Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Composite Debt Index TR INR.
Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) Review
Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Dynamic Bond Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 3 out of 5.
The credit risk of the fund is 2 out of 5 as compared to other debt funds.
