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) | ₹725 Cr | ₹7029 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 | 0.62% | 0.59% |
| 6 Month | 4.09% | 3.27% |
| 1 Year | 9.04% | 7.99% |
| 3 Year | 7.63% | 7.67% |
| 5 Year | 5.85% | 6.77% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | HDFC Credit Risk Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 2.04% | 1.71% |
| 1 Year | 9.13% | 7.69% |
| 3 Year | 8.22% | 7.94% |
| 5 Year | 6.91% | 7.25% |
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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