Kotak Credit Risk Fund - Growth
HDFC Credit Risk Debt Fund - Growth Option
Chart Comparison
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) | ₹707 Cr | ₹6974 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 | 0.28% | 0.19% |
| 6 Month | 3.03% | 2.55% |
| 1 Year | 8.46% | 7.36% |
| 3 Year | 7.42% | 7.42% |
| 5 Year | 5.69% | 6.58% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.12% |
| 1 Year | 7.09% | 5.92% |
| 3 Year | 7.62% | 7.38% |
| 5 Year | 6.67% | 6.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.62% | 8.03% |
| 3 Year | 7.51% | 7.5% |
| 5 Year | 7.75% | 7.5% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.99% | 1.14% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 90.41 | 95.85 |
| Real Estate | 6.06 | 1.06 |
| Financial Services | 3.53 | 2.1 |
| Utilities | - | 0.46 |
| Industrials | - | 0.53 |
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