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

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

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tortoise-icon UTI Credit Risk Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹921 Cr ₹388 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Apr 2015 10 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 1.57 1.63
Manager Dhaval Joshi Ritesh Nambiar
ISIN Code INF209KA1K47 INF789F01QZ1
Exits Load 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 For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/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 0.71% 0.74%
6 Month 8.25% 4.4%
1 Year 12.39% 8.25%
3 Year 8.6% 6.09%
5 Year 8.29% 0.98%

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 - -
1 Year 13.36% 7.26%
3 Year 9.65% 6.69%
5 Year 8.69% 7.39%

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 7.05% 6.85%
3 Year 6.76% 7.43%
5 Year 6.5% -1.34%

Risk Management

Scheme Name Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 1.82% 8.82%
Sharp 0.65% 0.6%
Beta 1.31% -3.11%
Alpha 3.81% -0.93%

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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
Fund Manage 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 91.81 100.01
Mid Cap 1.26 -
Small Cap 6.91 -

Sector Allocation

Scheme Name

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

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 91.81 12.93
Realty 4.04 -
Construction 2.18 9.85
Transport Infrastructure 0.61 -
Power 1.34 -
Sovereign - 16.16
Financial - 29.74
Consumer Staples - 15.01
Metals & Mining - 3.97
Automobile - 6.41
Materials - 0.89
Services - 5.05

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