Axis Credit Risk Fund vs Kotak Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
Axis Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹725 Cr | ₹367 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 May 2010 | 15 Jul 2014 |
| 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% | 20% |
| Expense Ratio | 1.71 | 1.57 |
| Manager | Deepak Agrawal | Devang Shah |
| ISIN Code | INF174K01DY7 | INF846K01PO5 |
| 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 | Axis 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 | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.62% | 0.76% |
| 6 Month | 4.09% | 3.83% |
| 1 Year | 9.04% | 8.77% |
| 3 Year | 7.63% | 7.98% |
| 5 Year | 5.85% | 6.79% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.04% | 2.1% |
| 1 Year | 9.13% | 8.82% |
| 3 Year | 8.22% | 8.41% |
| 5 Year | 6.91% | 7.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.59% | 7.17% |
| 3 Year | 7.52% | 6.21% |
| 5 Year | 7.76% | 6.63% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.99% | 0.96% |
| Sharp | -0.38% | 0.28% |
| Beta | 2.61% | 1.69% |
| Alpha | 4.48% | 3.65% |
Fund Managers
| Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Devang Shah |
| Total AUM | ₹150749 Cr | ₹60014 Cr |
| Funds Managed | 14 | 15 |
| Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Credit Risk Fund - Growth |
Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 90.75 | 97.09 |
| Real Estate | 5.79 | 2.25 |
| Financial Services | 3.47 | 0.43 |
| Utilities | - | 0.23 |
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