Axis Credit Risk Fund vs UTI Credit Risk Fund compare
UTI Credit Risk Fund - Regular Plan - Growth Option
Axis Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹258 Cr | ₹367 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 Nov 2012 | 15 Jul 2014 |
| Category | Credit Risk | Credit Risk |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Credit Risk Fund CII Index | NIFTY Credit Risk Bond Index C-III |
| Turn Over | 78% | 20% |
| Expense Ratio | 1.68 | 1.57 |
| Manager | Ritesh Nambiar | Devang Shah |
| ISIN Code | INF789F01QZ1 | INF846K01PO5 |
| Exits Load | UTI 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 | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.56% | 0.67% |
| 6 Month | 3.19% | 4.02% |
| 1 Year | 7.68% | 8.87% |
| 3 Year | 7.41% | 7.95% |
| 5 Year | 9.32% | 6.79% |
SIP Return Analysis
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.6% | 2.04% |
| 1 Year | 7.27% | 8.86% |
| 3 Year | 7.59% | 8.35% |
| 5 Year | 8.1% | 7.48% |
Rolling Lumpsum Returns
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.43% | 7.15% |
| 3 Year | 7.34% | 6.21% |
| 5 Year | -1.12% | 6.62% |
Risk Management
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.80% | 0.68% |
| Sharp | 0.88% | 1.67% |
| Beta | 0.99% | 0.90% |
| Alpha | -1.10% | -0.47% |
Fund Managers
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ritesh Nambiar | Devang Shah |
| Total AUM | ₹2329 Cr | ₹60014 Cr |
| Funds Managed | 3 | 15 |
| UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Credit Risk Fund - Regular Plan - Growth Option |
Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Credit Risk Fund - Regular Plan - Growth Option |
Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 98.09 | 97.46 |
| Financial Services | 1.91 | 0.27 |
| Real Estate | - | 2.27 |
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