Kotak Credit Risk Fund vs Aditya Birla Sun Life Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹687 Cr | ₹1033 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 May 2010 | 17 Apr 2015 |
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% | 14% |
Expense Ratio | 1.71 | 1.54 |
Manager | Deepak Agrawal | Dhaval Joshi |
ISIN Code | INF174K01DY7 | INF209KA1K47 |
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 | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1065 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.04% | 0.68% |
6 Month | 5.4% | 5.66% |
1 Year | 7.22% | 16.14% |
3 Year | 7.25% | 10.48% |
5 Year | 5.8% | 9.34% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.04% | 2.12% |
1 Year | 8.94% | 12.35% |
3 Year | 7.85% | 12.25% |
5 Year | 6.53% | 10.45% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.57% | 7.3% |
3 Year | 7.52% | 6.93% |
5 Year | 7.8% | 6.58% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.39% | 2.51% |
Sharp | 0.16% | 1.34% |
Beta | 1.14% | 0.84% |
Alpha | -0.61% | 2.76% |
Fund Managers
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Dhaval Joshi |
Total AUM | ₹150749 Cr | ₹361932 Cr |
Funds Managed | 14 | 55 |
Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Credit Risk Fund - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Credit Risk Fund - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 93.84 | 92.15 |
Real Estate | 6.16 | 3.55 |
Financial Services | - | 1.96 |
Industrials | - | 0.57 |
Utilities | - | 1.77 |
Top Comparisons
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.92%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.88%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.62%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.32%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns19.66%
HSBC Value Fund - Regular Growth
3Y Returns23.67%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.87%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.07%