Invesco India Credit Risk Fund vs UTI Credit Risk Fund compare
Invesco India Credit Risk Fund - Regular Plan - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹155 Cr | ₹261 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Sep 2014 | 19 Nov 2012 |
| Category | Credit Risk | Credit Risk |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Credit Risk Bond Index C-III | CRISIL Credit Risk Fund CII Index |
| Turn Over | 24% | 78% |
| Expense Ratio | 1.45 | 1.68 |
| Manager | Krishna Venkat Cheemalapati | Ritesh Nambiar |
| ISIN Code | INF205K01I34 | INF789F01QZ1 |
| Exits Load | 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 | UTI Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.28% | 0.26% |
| 6 Month | 2.46% | 2.87% |
| 1 Year | 9.26% | 7.38% |
| 3 Year | 9.33% | 7.27% |
| 5 Year | 6.55% | 9.27% |
SIP Return Analysis
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.31% | 1.34% |
| 1 Year | 6.64% | 6.39% |
| 3 Year | 8.48% | 7.34% |
| 5 Year | 7.95% | 7.82% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.58% | 7.44% |
| 3 Year | 4.76% | 7.35% |
| 5 Year | 4.94% | -1.09% |
Risk Management
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.7% | 8.82% |
| Sharp | 0.26% | 0.6% |
| Beta | 3.71% | -3.11% |
| Alpha | 8.13% | -0.93% |
Fund Managers
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Ritesh Nambiar |
| Total AUM | ₹24743 Cr | ₹2329 Cr |
| Funds Managed | 19 | 3 |
| Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Credit Risk Fund - Regular Plan - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Credit Risk Fund - Regular Plan - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 98.14 |
| Financial Services | - | 1.86 |
Top Comparisons
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth
3Y Returns14.45%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.77%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
HDFC Income Fund - Growth Option
3Y Returns6.8%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.21%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.47%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.52%