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) | ₹258 Cr | ₹535 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| 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 | 0.53% | 0.53% |
| 6 Month | 2.98% | 2.6% |
| 1 Year | 7.57% | 20.35% |
| 3 Year | 7.34% | 11.15% |
| 5 Year | 9.3% | 8.41% |
SIP Return Analysis
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.55% | 1.42% |
| 1 Year | 7.03% | 16.07% |
| 3 Year | 7.55% | 13.78% |
| 5 Year | 8% | 10.82% |
Rolling Lumpsum Returns
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.46% | 6.76% |
| 3 Year | 7.35% | 7.61% |
| 5 Year | -1.1% | 7.11% |
Risk Management
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.82% | 6.84% |
| Sharp | 0.6% | 0.64% |
| Beta | -3.11% | 5.13% |
| Alpha | -0.93% | -4.93% |
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 | 98.09 | 100 |
| Construction | 1.91 | - |
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