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Kotak Credit Risk Fund - Growth

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HDFC Credit Risk Debt Fund - Growth Option

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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	HDFC Credit Risk Debt Fund - Growth Option
Fund	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹720 Cr	₹7013 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 May 2010	25 Mar 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%	21.38%
Expense Ratio	1.71	1.59
Manager	Deepak Agrawal	Dhruv Muchhal
ISIN Code	INF174K01DY7	INF179KA1GC0
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	HDFC Credit Risk Debt Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 540 days. There are no other charges., 1.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option
1 Month	0.31%	0.32%
6 Month	3.88%	3.25%
1 Year	8.76%	7.78%
3 Year	7.45%	7.55%
5 Year	5.77%	6.69%

SIP Return Analysis

Scheme Name	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option
6 Month	1.88%	1.48%
1 Year	8.78%	7.25%
3 Year	8.04%	7.75%
5 Year	6.81%	7.14%

Rolling Lumpsum Returns

Scheme Name	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option
1 Year	7.59%	8.05%
3 Year	7.52%	7.49%
5 Year	7.76%	7.5%

Risk Management

Scheme Name	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option
Standard Deviation	1.99%	0.88%
Sharp	-0.38%	1.02%
Beta	2.61%	1.11%
Alpha	4.48%	-1.08%

Fund Managers

Scheme Name	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option
Name	Deepak Agrawal	Dhruv Muchhal
Total AUM	₹150749 Cr	₹520687 Cr
Funds Managed	14	40
	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option

Market Cap

Scheme Name	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option
Others	100	100

Sector Allocation

Scheme Name	Kotak Credit Risk Fund - Growth	HDFC Credit Risk Debt Fund - Growth Option
Others	90.75	96.03
Real Estate	5.79	1.01
Financial Services	3.47	2.11
Utilities	-	0.29
Industrials	-	0.56

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