Kotak Credit Risk Fund - Growth
HSBC Credit Risk Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹707 Cr | ₹512 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 May 2010 | 08 Oct 2009 |
| 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% | 19% |
| Expense Ratio | 1.71 | 1.68 |
| Manager | Deepak Agrawal | Shriram Ramanathan |
| ISIN Code | INF174K01DY7 | INF917K01130 |
| 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 | HSBC Credit Risk Fund - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 730 days. There are no other charges., 3.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.44% | 0.31% |
| 6 Month | 3.13% | 2.25% |
| 1 Year | 8.56% | 19.92% |
| 3 Year | 7.41% | 10.99% |
| 5 Year | 5.71% | 8.44% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.49% | 1.04% |
| 1 Year | 7.58% | 12.26% |
| 3 Year | 7.76% | 13.13% |
| 5 Year | 6.73% | 10.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.62% | 6.78% |
| 3 Year | 7.51% | 7.64% |
| 5 Year | 7.75% | 7.64% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.99% | 1.24% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| Name | Deepak Agrawal | Shriram Ramanathan |
| Total AUM | ₹150749 Cr | ₹32638 Cr |
| Funds Managed | 14 | 11 |
| Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Credit Risk Fund - Growth |
HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| Others | 90.41 | 100 |
| Real Estate | 6.06 | - |
| Financial Services | 3.53 | - |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns7.14%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.41%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns13.73%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns14.57%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns15.9%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.3%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.71%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns13.03%