HDFC Credit Risk Debt Fund vs Kotak Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
HDFC Credit Risk Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| Fund | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | High |
| Asset Size (Cr) | ₹689 Cr | ₹7036 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 May 2010 | 25 Mar 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% | 21.38% |
| Expense Ratio | 1.71 | 1.59 |
| Manager | Deepak Agrawal | Dhruv Muchhal |
| ISIN Code | INF174K01DY7 | INF179KA1GC0 |
| 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 | HDFC Credit Risk Debt Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 540 days. There are no other charges., 1.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.64% | 0.65% |
| 6 Month | 4.63% | 3.62% |
| 1 Year | 8.82% | 7.92% |
| 3 Year | 7.58% | 7.71% |
| 5 Year | 5.86% | 6.87% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.56% | 1.08% |
| 1 Year | 8.13% | 6.56% |
| 3 Year | 7.75% | 7.51% |
| 5 Year | 6.57% | 6.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.55% | 8.05% |
| 3 Year | 7.49% | 7.45% |
| 5 Year | 7.77% | 7.52% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.35% | 0.88% |
| Sharp | 0.60% | 1.05% |
| Beta | 1.14% | 1.10% |
| Alpha | -1.25% | -1.07% |
Fund Managers
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Dhruv Muchhal |
| Total AUM | ₹150749 Cr | ₹520687 Cr |
| Funds Managed | 14 | 40 |
| Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Credit Risk Fund - Growth |
HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| Others | 93.52 | 96.05 |
| Real Estate | 6.48 | 1.04 |
| Utilities | - | 0.29 |
| Financial Services | - | 2.62 |
Top Comparisons
Kotak Banking and PSU Debt - Growth
3Y Returns7.57%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.52%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.35%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.36%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.38%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.33%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns15.2%