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) | ₹689 Cr | ₹562 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 | 0.64% | 0.53% |
| 6 Month | 4.63% | 2.96% |
| 1 Year | 8.82% | 20.61% |
| 3 Year | 7.58% | 11.25% |
| 5 Year | 5.86% | 8.42% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.66% | 0.84% |
| 1 Year | 8.4% | 17.55% |
| 3 Year | 7.86% | 13.66% |
| 5 Year | 6.63% | 10.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.55% | 6.71% |
| 3 Year | 7.49% | 7.56% |
| 5 Year | 7.77% | 6.98% |
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 | 93.52 | 100 |
| Real Estate | 6.48 | - |
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