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Kotak Credit Risk Fund vs HDFC Credit Risk Debt Fund compare

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tortoise-icon Kotak Credit Risk Fund - Growth

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tortoise-icon 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) ₹687 Cr ₹6972 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
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 1.04% 0.63%
6 Month 5.4% 4.5%
1 Year 7.22% 7.93%
3 Year 7.25% 7.46%
5 Year 5.8% 7.17%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth HDFC Credit Risk Debt Fund - Growth Option
6 Month 2.04% 1.66%
1 Year 8.94% 7.88%
3 Year 7.85% 7.89%
5 Year 6.53% 7.14%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth HDFC Credit Risk Debt Fund - Growth Option
1 Year 7.57% 8.05%
3 Year 7.52% 7.46%
5 Year 7.8% 7.53%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth HDFC Credit Risk Debt Fund - Growth Option
Standard Deviation 1.39% 0.95%
Sharp 0.16% 0.61%
Beta 1.14% 1.05%
Alpha -0.61% -0.21%

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 93.84 96.19
Real Estate 6.16 0.95
Utilities - 0.28
Financial Services - 2.58

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