Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Credit Risk Fund vs Aditya Birla Sun Life Credit Risk Fund compare

Link copied to clipboard!

tortoise-icon Kotak Credit Risk Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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) ₹689 Cr ₹1053 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 0.98% 0.93%
6 Month 4.8% 4.94%
1 Year 9.11% 13.51%
3 Year 7.63% 10.78%
5 Year 5.95% 9.33%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
6 Month 2.33% 2.33%
1 Year 9.9% 12.39%
3 Year 8.28% 12.45%
5 Year 6.87% 10.63%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Year 7.55% 7.34%
3 Year 7.49% 7.01%
5 Year 7.77% 6.61%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.35% 2.48%
Sharp 0.48% 1.46%
Beta 1.17% 0.83%
Alpha -0.47% 2.88%

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 93.52 92.31
Real Estate 6.48 3.44
Financial Services - 1.95
Industrials - 0.56
Utilities - 1.75

Top Comparisons

ICICI Prudential Quant Fund Growth ICICI Prudential Quant Fund Growth

3Y Returns17.56%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.63%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns23.74%

VS

HDFC Mid-Cap Fund - Growth Plan HDFC Mid-Cap Fund - Growth Plan

3Y Returns26.22%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.5%

VS

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.95%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.05%

VS

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.95%

Compare Now
Add to Cart Successfully