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Invesco India Credit Risk Fund vs Kotak Credit Risk Fund compare

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tortoise-icon Kotak Credit Risk Fund - Growth

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tortoise-icon Invesco India Credit Risk Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Fund Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹720 Cr ₹155 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 11 May 2010 04 Sep 2014
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% 24%
Expense Ratio 1.71 1.45
Manager Deepak Agrawal Krishna Venkat Cheemalapati
ISIN Code INF174K01DY7 INF205K01I34
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 Invesco India Credit Risk Fund - Regular Plan - Growth charges 4.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Month 0.32% 0.38%
6 Month 3.74% 2.42%
1 Year 8.71% 9.23%
3 Year 7.45% 9.35%
5 Year 5.75% 6.57%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
6 Month 1.88% 1.31%
1 Year 8.78% 7.03%
3 Year 8.04% 8.56%
5 Year 6.81% 7.96%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Year 7.6% 7.58%
3 Year 7.52% 4.76%
5 Year 7.76% 4.94%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.99% 2.7%
Sharp -0.38% 0.26%
Beta 2.61% 3.71%
Alpha 4.48% 8.13%

Fund Managers

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Name Deepak Agrawal Krishna Venkat Cheemalapati
Total AUM ₹150749 Cr ₹24743 Cr
Funds Managed 14 19
Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Credit Risk Fund - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Others 90.62 100
Real Estate 5.88 -
Financial Services 3.5 -

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