Aditya Birla Sun Life Credit Risk Fund vs UTI Credit Risk Fund compare
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1053 Cr | ₹266 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Apr 2015 | 19 Nov 2012 |
Category | Credit Risk | Credit Risk |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Credit Risk Bond Index C-III | CRISIL Credit Risk Fund CII Index |
Turn Over | 14% | 78% |
Expense Ratio | 1.54 | 1.68 |
Manager | Dhaval Joshi | Ritesh Nambiar |
ISIN Code | INF209KA1K47 | INF789F01QZ1 |
Exits Load | 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 | UTI Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.09% | 0.67% |
6 Month | 5.13% | 3.4% |
1 Year | 13.56% | 7.7% |
3 Year | 10.83% | 7.51% |
5 Year | 9.24% | 9.32% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.36% | 1.56% |
1 Year | 12.41% | 7.43% |
3 Year | 12.45% | 7.63% |
5 Year | 10.63% | 8.2% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.34% | 7.31% |
3 Year | 7.01% | 7.33% |
5 Year | 6.61% | -1.16% |
Risk Management
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.48% | 0.80% |
Sharp | 1.46% | 0.72% |
Beta | 0.83% | 1.03% |
Alpha | 2.88% | -0.41% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Ritesh Nambiar |
Total AUM | ₹361932 Cr | ₹2329 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Others | 92.31 | 98.23 |
Real Estate | 3.44 | - |
Financial Services | 1.95 | 1.77 |
Industrials | 0.56 | - |
Utilities | 1.75 | - |
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