Invesco India Credit Risk Fund vs Kotak Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
Invesco India Credit Risk Fund - Regular Plan - Growth
Chart Comparison
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) | ₹734 Cr | ₹142 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 | 0.75% | 0.53% |
6 Month | 4.71% | 6.5% |
1 Year | 7.73% | 10.42% |
3 Year | 6.96% | 9.34% |
5 Year | 6.16% | 6.83% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.74% | 3.26% |
1 Year | 8.68% | 11.89% |
3 Year | 7.72% | 9.97% |
5 Year | 6.33% | 8.2% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.53% | 7.22% |
3 Year | 7.56% | 4.66% |
5 Year | 7.84% | 4.48% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.09% | 2.648% |
Sharp | -0.741% | 0.337% |
Beta | 1.363% | 1.044% |
Alpha | -1.348% | 0.928% |
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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 | 97.82 | 100 |
Real Estate | 2.18 | - |
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