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) | ₹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 | 0.1% | 0.21% |
| 6 Month | 3.65% | 3.19% |
| 1 Year | 8.83% | 7.86% |
| 3 Year | 7.5% | 7.56% |
| 5 Year | 5.72% | 6.68% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.48% | 1.37% |
| 1 Year | 7.82% | 6.82% |
| 3 Year | 7.81% | 7.66% |
| 5 Year | 6.72% | 7.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.6% | 8.04% |
| 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% | 1.01% |
| Beta | 2.61% | 1.12% |
| 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 | 90.62 | 96.03 |
| Real Estate | 5.88 | 1.03 |
| Financial Services | 3.5 | 2.11 |
| Utilities | - | 0.29 |
| Industrials | - | 0.54 |
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