HSBC Credit Risk Fund vs Kotak Credit Risk Fund compare
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) | ₹687 Cr | ₹584 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹0 |
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 | 1.04% | 0.43% |
6 Month | 5.4% | 16.84% |
1 Year | 7.22% | 20.51% |
3 Year | 7.25% | 11.07% |
5 Year | 5.8% | 8.62% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
6 Month | 2.04% | 3.57% |
1 Year | 8.94% | 23.99% |
3 Year | 7.85% | 14.47% |
5 Year | 6.53% | 10.95% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
1 Year | 7.57% | 6.68% |
3 Year | 7.52% | 7.54% |
5 Year | 7.8% | 6.91% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.39% | 6.86% |
Sharp | 0.16% | 0.60% |
Beta | 1.14% | 0.52% |
Alpha | -0.61% | 3.76% |
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 | 93.84 | 100 |
Real Estate | 6.16 | - |
Top Comparisons
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
Quant Multi Cap Fund-Growth
3Y Returns11.6%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.91%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.45%
Kotak Credit Risk Fund - Growth
3Y Returns7.25%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.48%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.93%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.52%