Kotak Credit Risk Fund - Growth
DSP Credit Risk Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Credit Risk Fund - Growth | DSP Credit Risk Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Credit Risk Fund - Growth | DSP Credit Risk Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹720 Cr | ₹209 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 May 2010 | 13 May 2003 |
| Category | Credit Risk | Credit Risk |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Credit Risk Bond Index C-III | CRISIL Credit Risk Fund CIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.71 | 1.18 |
| Manager | Deepak Agrawal | Vivekanand Ramakrishnan |
| ISIN Code | INF174K01DY7 | INF740K01599 |
| 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 | DSP Credit Risk Fund - Regular Plan - 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 | DSP Credit Risk Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 0.03% | 0.17% |
| 6 Month | 3.59% | 2.11% |
| 1 Year | 8.88% | 20.98% |
| 3 Year | 7.41% | 14.6% |
| 5 Year | 5.71% | 11.08% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | DSP Credit Risk Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.56% | 1.03% |
| 1 Year | 8.1% | 10.96% |
| 3 Year | 7.89% | 15.41% |
| 5 Year | 6.75% | 13.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | DSP Credit Risk Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 7.6% | 6.96% |
| 3 Year | 7.52% | 6.65% |
| 5 Year | 7.76% | 6.84% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | DSP Credit Risk Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 1.99% | 5.83% |
| Sharp | -0.38% | 0.69% |
| Beta | 2.61% | 2.45% |
| Alpha | 4.48% | 8.91% |
Fund Managers
| Scheme Name | Kotak Credit Risk Fund - Growth | DSP Credit Risk Fund - Regular Plan -Growth |
|---|---|---|
| Name | Deepak Agrawal | Vivekanand Ramakrishnan |
| Total AUM | ₹150749 Cr | ₹3101 Cr |
| Funds Managed | 14 | 3 |
| Kotak Credit Risk Fund - Growth | DSP Credit Risk Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Credit Risk Fund - Growth |
DSP Credit Risk Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
DSP Credit Risk Fund - Regular Plan -Growth |
|---|---|---|
| Others | 90.62 | 100 |
| Real Estate | 5.88 | - |
| Financial Services | 3.5 | - |
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