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) | ₹689 Cr | ₹367 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 | 0.64% | 0.66% |
| 6 Month | 4.63% | 4.05% |
| 1 Year | 8.82% | 8.75% |
| 3 Year | 7.58% | 7.97% |
| 5 Year | 5.86% | 6.79% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.56% | 1.31% |
| 1 Year | 8.13% | 7.33% |
| 3 Year | 7.75% | 7.85% |
| 5 Year | 6.57% | 7.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.55% | 7.1% |
| 3 Year | 7.49% | 6.16% |
| 5 Year | 7.77% | 6.61% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.35% | 0.68% |
| Sharp | 0.60% | 1.67% |
| Beta | 1.14% | 0.90% |
| Alpha | -1.25% | -0.47% |
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 | 93.52 | 97.52 |
| Real Estate | 6.48 | 2.38 |
| Financial Services | - | 0.1 |
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