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

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tortoise-icon Kotak Credit Risk Fund - Growth

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

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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) ₹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

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