Kotak Credit Risk Fund vs Axis Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
Axis Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹687 Cr | ₹365 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 May 2010 | 15 Jul 2014 |
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% | 20% |
Expense Ratio | 1.71 | 1.57 |
Manager | Deepak Agrawal | Devang Shah |
ISIN Code | INF174K01DY7 | INF846K01PO5 |
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 | Axis 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 | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.9% | 0.65% |
6 Month | 5.28% | 4.9% |
1 Year | 7.2% | 8.55% |
3 Year | 7.15% | 7.63% |
5 Year | 5.78% | 6.83% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.04% | 1.79% |
1 Year | 8.94% | 8.48% |
3 Year | 7.85% | 8.12% |
5 Year | 6.53% | 7.26% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.57% | 7.06% |
3 Year | 7.52% | 6.14% |
5 Year | 7.8% | 6.59% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.39% | 0.76% |
Sharp | 0.16% | 1.05% |
Beta | 1.14% | 0.90% |
Alpha | -0.61% | 0.13% |
Fund Managers
Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Devang Shah |
Total AUM | ₹150749 Cr | ₹60014 Cr |
Funds Managed | 14 | 15 |
Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Credit Risk Fund - Growth |
Axis Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Credit Risk Fund - Growth |
Axis Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 93.92 | 96.85 |
Real Estate | 6.08 | 2.86 |
Financial Services | - | 0.29 |
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