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Kotak Credit Risk Fund - Growth

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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)	₹720 Cr	₹1094 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	0.32%	0.29%
6 Month	3.74%	4.22%
1 Year	8.71%	13.3%
3 Year	7.45%	10.65%
5 Year	5.75%	9.1%

SIP Return Analysis

Scheme Name	Kotak Credit Risk Fund - Growth	Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
6 Month	1.88%	1.97%
1 Year	8.78%	10.09%
3 Year	8.04%	12.06%
5 Year	6.81%	10.49%

Rolling Lumpsum Returns

Scheme Name	Kotak Credit Risk Fund - Growth	Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Year	7.6%	7.48%
3 Year	7.52%	7.09%
5 Year	7.76%	6.7%

Risk Management

Scheme Name	Kotak Credit Risk Fund - Growth	Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Standard Deviation	1.99%	2.47%
Sharp	-0.38%	1.53%
Beta	2.61%	0.91%
Alpha	4.48%	2.21%

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	90.62	92.54
Real Estate	5.88	3.29
Financial Services	3.5	1.93
Industrials	-	0.52
Utilities	-	1.72

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