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Aditya Birla Sun Life Credit Risk Fund vs Kotak Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Credit Risk Fund - 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) | ₹689 Cr | ₹1033 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 May 2010 | 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 | 78% | 14% |
| Expense Ratio | 1.71 | 1.54 |
| Manager | Deepak Agrawal | Dhaval Joshi |
| ISIN Code | INF174K01DY7 | INF209KA1K47 |
| Exits Load | Kotak Credit Risk Fund - Growth charges 1.0% 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 | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.04% | 1.07% |
| 6 Month | 5.03% | 5.08% |
| 1 Year | 8.75% | 13.26% |
| 3 Year | 7.61% | 10.78% |
| 5 Year | 5.73% | 9.22% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.35% | 2.37% |
| 1 Year | 9.88% | 13.09% |
| 3 Year | 8.22% | 12.55% |
| 5 Year | 6.8% | 10.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.55% | 7.34% |
| 3 Year | 7.49% | 7.01% |
| 5 Year | 7.77% | 6.61% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.35% | 2.48% |
| Sharp | 0.48% | 1.46% |
| Beta | 1.17% | 0.83% |
| Alpha | -0.47% | 2.88% |
Fund Managers
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Dhaval Joshi |
| Total AUM | ₹150749 Cr | ₹361932 Cr |
| Funds Managed | 14 | 55 |
| Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Credit Risk Fund - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 93.58 | 92.36 |
| Real Estate | 6.42 | 3.27 |
| Financial Services | - | 2.01 |
| Industrials | - | 0.57 |
| Utilities | - | 1.8 |
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