HSBC Credit Risk Fund vs UTI Credit Risk Fund compare
UTI Credit Risk Fund - Regular Plan - Growth Option
HSBC Credit Risk Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Fund | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹274 Cr | ₹584 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹0 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 19 Nov 2012 | 08 Oct 2009 |
Category | Credit Risk | Credit Risk |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Credit Risk Fund CII Index | NIFTY Credit Risk Bond Index C-III |
Turn Over | 78% | 19% |
Expense Ratio | 1.68 | 1.68 |
Manager | Ritesh Nambiar | Shriram Ramanathan |
ISIN Code | INF789F01QZ1 | INF917K01130 |
Exits Load | UTI 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 | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
1 Month | 0.74% | 0.65% |
6 Month | 3.48% | 14.56% |
1 Year | 7.67% | 20.5% |
3 Year | 7.51% | 11.3% |
5 Year | 9.34% | 8.42% |
SIP Return Analysis
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
6 Month | 1.55% | 1.37% |
1 Year | 7.43% | 21.55% |
3 Year | 7.62% | 14.3% |
5 Year | 8.19% | 10.93% |
Rolling Lumpsum Returns
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
1 Year | 7.31% | 6.71% |
3 Year | 7.33% | 7.56% |
5 Year | -1.16% | 6.98% |
Risk Management
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.80% | 6.84% |
Sharp | 0.72% | 0.63% |
Beta | 1.03% | 5.95% |
Alpha | -0.41% | -1.35% |
Fund Managers
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Name | Ritesh Nambiar | Shriram Ramanathan |
Total AUM | ₹2329 Cr | ₹32638 Cr |
Funds Managed | 3 | 11 |
UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
Market Cap
Scheme Name |
UTI Credit Risk Fund - Regular Plan - Growth Option |
HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
UTI Credit Risk Fund - Regular Plan - Growth Option |
HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Others | 98.25 | 100 |
Financial Services | 1.75 | - |
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