Aditya Birla Sun Life Credit Risk Fund vs Invesco India Credit Risk Fund compare

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tortoise-icon Invesco India Credit Risk Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Fund Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹141 Cr ₹921 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 04 Sep 2014 05 Apr 2015
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-III NIFTY Credit Risk Bond Index C-III
Turn Over 24% 14%
Expense Ratio 1.45 1.57
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K01I34 INF209KA1K47
Exits Load Exit load of 4%, if redeemed within 1 year./365 Exit load for units in excess of 15% of the investment, exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 years, 1% if redeemed after 2 years but within 3 years./365

Trailing Lumpsum Returns

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Month 0.81% 0.71%
6 Month 3.89% 8.25%
1 Year 7.81% 12.39%
3 Year 6.91% 8.6%
5 Year 6.31% 8.29%

SIP Return Analysis

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 6.25% 13.36%
3 Year 7.75% 9.65%
5 Year 6.64% 8.69%

Rolling Lumpsum Returns

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Year 7% 7.05%
3 Year 4.4% 6.76%
5 Year 4.21% 6.5%

Risk Management

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Standard Deviation 2.7% 1.82%
Sharp 0.26% 0.65%
Beta 3.71% 1.31%
Alpha 8.13% 3.81%

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Fund Managers

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Fund Manage 19 55
Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Credit Risk Fund - Regular Plan - Growth

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Others 99.95 91.81
Small Cap 0.05 6.91
Mid Cap - 1.26

Sector Allocation

Scheme Name

Invesco India Credit Risk Fund - Regular Plan - Growth

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Others 99.95 91.81
Textiles & Apparels 0.05 -
Realty - 4.04
Construction - 2.18
Transport Infrastructure - 0.61
Power - 1.34

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