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) | ₹707 Cr | ₹1092 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 | 0.42% | 3.61% |
| 6 Month | 3.31% | 6.82% |
| 1 Year | 8.54% | 16.6% |
| 3 Year | 7.53% | 11.83% |
| 5 Year | 5.73% | 9.7% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.34% | 4.82% |
| 1 Year | 7.09% | 14.88% |
| 3 Year | 7.62% | 13.85% |
| 5 Year | 6.67% | 11.6% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.62% | 7.53% |
| 3 Year | 7.51% | 7.11% |
| 5 Year | 7.75% | 6.72% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.99% | 1.82% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 90.41 | 92.59 |
| Real Estate | 6.06 | 3.24 |
| Financial Services | 3.53 | 1.92 |
| Industrials | - | 0.53 |
| Utilities | - | 1.72 |
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