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Axis 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 Axis 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 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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