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) | ₹153 Cr | ₹266 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 | 0.57% | 0.57% |
| 6 Month | 2.68% | 3.35% |
| 1 Year | 9.52% | 7.65% |
| 3 Year | 9.49% | 7.49% |
| 5 Year | 6.54% | 9.34% |
SIP Return Analysis
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.2% | 1.53% |
| 1 Year | 7.98% | 7.2% |
| 3 Year | 8.85% | 7.59% |
| 5 Year | 8% | 8.09% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.39% | 7.31% |
| 3 Year | 4.72% | 7.33% |
| 5 Year | 4.77% | -1.16% |
Risk Management
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.75% | 0.80% |
| Sharp | 0.94% | 0.88% |
| Beta | 1.56% | 0.99% |
| Alpha | -0.28% | -1.10% |
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 | 98.09 |
| Financial Services | - | 1.91 |
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