Aditya Birla Sun Life Credit Risk Fund vs Kotak Credit Risk Fund compare

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tortoise-icon Kotak Credit Risk Fund - 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 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 High Moderately High
Asset Size (Cr) ₹779 Cr ₹921 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 01 May 2010 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 78% 14%
Expense Ratio 1.71 1.57
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF174K01DY7 INF209KA1K47
Exits Load Exit load for units in excess of 6% of the investment, 1% will be charged for redemption within 365 days/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 Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Month 0.42% 0.71%
6 Month 3.18% 8.25%
1 Year 7.74% 12.39%
3 Year 4.74% 8.6%
5 Year 5.27% 8.29%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 6.06% 13.36%
3 Year 6.15% 9.65%
5 Year 5.47% 8.69%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Year 7.58% 7.05%
3 Year 7.66% 6.76%
5 Year 8.22% 6.5%

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 -0.38% 0.65%
Beta 2.61% 1.31%
Alpha 4.48% 3.81%

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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
Fund Manage 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 89.99 91.81
Mid Cap 4.35 1.26
Small Cap 5.66 6.91

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

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

Others 89.99 91.81
Realty 6.78 4.04
Construction 3.23 2.18
Transport Infrastructure - 0.61
Power - 1.34

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