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 | 0.85% | 0.64% |
| 6 Month | 4.92% | 3.34% |
| 1 Year | 13.76% | 7.71% |
| 3 Year | 10.8% | 7.43% |
| 5 Year | 9.35% | 9.33% |
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 | 2.18% | 1.56% |
| 1 Year | 12.09% | 7.35% |
| 3 Year | 12.42% | 7.62% |
| 5 Year | 10.63% | 8.12% |
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 | 7.42% | 7.43% |
| 3 Year | 7.07% | 7.34% |
| 5 Year | 6.66% | -1.12% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.47% | 0.80% |
| Sharp | 1.51% | 0.88% |
| Beta | 0.87% | 0.99% |
| Alpha | 2.20% | -1.10% |
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 | 92.33 | 98.09 |
| Real Estate | 3.37 | - |
| Financial Services | 1.98 | 1.91 |
| Industrials | 0.55 | - |
| Utilities | 1.77 | - |
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