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) | ₹701 Cr | ₹657 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 | 0.72% | 0.39% |
6 Month | 5.29% | 17.37% |
1 Year | 8.15% | 21.54% |
3 Year | 7.21% | 11.25% |
5 Year | 5.94% | 9.35% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
6 Month | 2.78% | 9.5% |
1 Year | 9.34% | 30.69% |
3 Year | 7.98% | 15.29% |
5 Year | 6.51% | 11.25% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
1 Year | 7.53% | 6.64% |
3 Year | 7.56% | 7.5% |
5 Year | 7.84% | 6.88% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.38% | 6.84% |
Sharp | 0.30% | 0.64% |
Beta | 1.14% | 4.60% |
Alpha | -0.75% | -0.25% |
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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 | 100 |
Real Estate | 6 | - |
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