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Given Over 35% Returns In 5-Year, This Dynamic Bond Fund Is Good For SIP, Top Rated By CRISIL

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Many debt fund investors are concerned about rising inflation and high bond yields. The bond market has been extremely volatile due to growing inflation, which recently approached 7% for the first time in 17 months. While rising bond rates and inflation are negative for debt mutual funds, the impact is not uniform across the board. This particular Dynamic Bond Fund, in the last 5 years outperformed the category average and gave promising returns to the investors. The has also been rated by the CRISIL.

 

Quantum Dynamic Bond Fund - Direct Plan-Growth

Quantum Dynamic Bond Fund - Direct Plan-Growth

This Dynamic Bond Fund is a 7-year-old fund, launched on 19 May 2015 by the Quantum Mutual fund. It is a small fund of its category.

The fund has worth Rs 84.81 crore of Asset Under Management (AUM). The Net Asset Value (NAV) declared on 23rd May 2022 is Rs 16.9321. It has a low expense ratio that stood at 0.61% compared to its category average, which is 0.57%.

This is an open-ended, rated low to moderate risky fund for investments. However, the has been rated 5-star by the CRISIL and given good performance among its peer funds. The benchmark of this fund is CRISIL Dynamic Bond Fund AIII Index.

One can start investing in this fund with a minimum required amount of Rs 500 for lump-sum payments and Rs 500 for SIP payments. For additional investments, It requires a minimum of Rs 500 as well. There is no exit load and no lock-in period in this fund.

This fund is suitable for Investors who want to invest money for a longer duration but at the same time prefer less risky assets compared to equity funds.

Absolute & Annualised Returns
 

Absolute & Annualised Returns

Lump-Sum Investments 

Since its inception, it has delivered 6.64% average annual returns.

TenureAbsolute ReturnsAnnualised Returns
1 Year2.40%2.39%
2 Year7.54%3.70%
3 Year21.71%6.76%
5 Year35.35%6.24%
Since Inception39.92%6.64%

SIP Returns

TenureAbsolute ReturnsAnnualised Returns
1 Year0.84%1.56%
2 Year2.96%2.84%
3 Year6.92%4.40%
5 Year16.10%5.91%
Portfolio and Investments

Portfolio and Investments

The fund has a debt investment of 59.52 per cent, with 53.56 per cent in government securities and 5.96 per cent in funds with very low-risk securities.

The fund's credit record is excellent, indicating that it has lent to borrowers of high quality. Because most funds in this category lend to similar borrowers, the risk of default is similar across the board.

The government of India and the National Bank For Agriculture & Rural Development are the fund's top holdings.

Disclaimer

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Story first published: Tuesday, May 24, 2022, 11:17 [IST]
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