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) | ₹725 Cr | ₹535 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 | 0.45% | 0.47% |
| 6 Month | 3.94% | 2.71% |
| 1 Year | 8.97% | 20.74% |
| 3 Year | 7.54% | 11.16% |
| 5 Year | 5.82% | 8.39% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.09% | 1.42% |
| 1 Year | 9.28% | 18.77% |
| 3 Year | 8.12% | 14.02% |
| 5 Year | 6.81% | 10.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.58% | 6.75% |
| 3 Year | 7.51% | 7.6% |
| 5 Year | 7.77% | 7.04% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.35% | 6.84% |
| Sharp | 0.60% | 0.64% |
| Beta | 1.14% | 5.13% |
| Alpha | -1.25% | -4.92% |
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 | 94.07 | 100 |
| Real Estate | 5.93 | - |
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