Kotak Credit Risk Fund - Growth
BANDHAN Credit Risk Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Kotak Credit Risk Fund - Growth | BANDHAN Credit Risk Fund - Regular Plan Growth |
|---|---|---|
| Fund | Kotak Credit Risk Fund - Growth | BANDHAN Credit Risk Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹720 Cr | ₹255 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 May 2010 | 03 Mar 2017 |
| 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% | 24% |
| Expense Ratio | 1.71 | 1.69 |
| Manager | Deepak Agrawal | Sreejith Balasubramanian |
| ISIN Code | INF174K01DY7 | INF194KA1W39 |
| 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 | Bandhan Credit Risk Fund - Regular Plan - 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 | BANDHAN Credit Risk Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 0.03% | 0.1% |
| 6 Month | 3.59% | 1.95% |
| 1 Year | 8.88% | 6.15% |
| 3 Year | 7.41% | 6.39% |
| 5 Year | 5.71% | 5.28% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | BANDHAN Credit Risk Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.56% | 0.94% |
| 1 Year | 8.1% | 4.9% |
| 3 Year | 7.89% | 6.37% |
| 5 Year | 6.75% | 5.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | BANDHAN Credit Risk Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 7.6% | 6.15% |
| 3 Year | 7.52% | 5.82% |
| 5 Year | 7.76% | 5.69% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | BANDHAN Credit Risk Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 1.99% | 0.90% |
| Sharp | -0.38% | -0.19% |
| Beta | 2.61% | 1.02% |
| Alpha | 4.48% | -1.98% |
Fund Managers
| Scheme Name | Kotak Credit Risk Fund - Growth | BANDHAN Credit Risk Fund - Regular Plan Growth |
|---|---|---|
| Name | Deepak Agrawal | Sreejith Balasubramanian |
| Total AUM | ₹150749 Cr | ₹66149 Cr |
| Funds Managed | 14 | 14 |
| Kotak Credit Risk Fund - Growth | BANDHAN Credit Risk Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
Kotak Credit Risk Fund - Growth |
BANDHAN Credit Risk Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
BANDHAN Credit Risk Fund - Regular Plan Growth |
|---|---|---|
| Others | 90.62 | 100 |
| Real Estate | 5.88 | - |
| Financial Services | 3.5 | - |
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