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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 Moderately High Moderately High
Asset Size (Cr) ₹152 Cr ₹1033 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 04 Sep 2014 17 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 1.54
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K01I34 INF209KA1K47
Exits Load Invesco India Credit Risk Fund - Regular Plan - Growth charges 4.0% of sell value; if fund sold before 365 days. There are no other charges./365 Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1065 days. There are no other charges./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 -0.13% 0.47%
6 Month 5.97% 5.36%
1 Year 9.38% 16.42%
3 Year 9.09% 10.43%
5 Year 6.53% 9.41%

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 1.08% 2.38%
1 Year 9.06% 13.98%
3 Year 9.21% 12.47%
5 Year 7.96% 10.55%

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 7.3% 7.3%
3 Year 4.71% 6.93%
5 Year 4.66% 6.58%

Risk Management

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Standard Deviation 2.77% 2.49%
Sharp 0.87% 1.39%
Beta 1.47% 0.74%
Alpha 1.07% 2.81%

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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

Invesco India Credit Risk Fund - Regular Plan - Growth

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

Others 100 91.82
Real Estate - 3.9
Financial Services - 2.02
Industrials - 0.56
Utilities - 1.71

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