Kotak Credit Risk Fund vs HSBC Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
HSBC Credit Risk Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Fund | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹689 Cr | ₹584 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹0 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 May 2010 | 08 Oct 2009 |
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% | 19% |
Expense Ratio | 1.71 | 1.68 |
Manager | Deepak Agrawal | Shriram Ramanathan |
ISIN Code | INF174K01DY7 | INF917K01130 |
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 | HSBC Credit Risk Fund - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 730 days. There are no other charges., 3.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
1 Month | 1.04% | 0.63% |
6 Month | 5.03% | 14.63% |
1 Year | 8.86% | 20.58% |
3 Year | 7.59% | 11.28% |
5 Year | 5.75% | 8.43% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
6 Month | 2.35% | 1.37% |
1 Year | 9.88% | 21.55% |
3 Year | 8.22% | 14.3% |
5 Year | 6.8% | 10.93% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
1 Year | 7.55% | 6.71% |
3 Year | 7.49% | 7.56% |
5 Year | 7.77% | 6.98% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.35% | 6.84% |
Sharp | 0.48% | 0.63% |
Beta | 1.17% | 5.95% |
Alpha | -0.47% | -1.35% |
Fund Managers
Scheme Name | Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Name | Deepak Agrawal | Shriram Ramanathan |
Total AUM | ₹150749 Cr | ₹32638 Cr |
Funds Managed | 14 | 11 |
Kotak Credit Risk Fund - Growth | HSBC Credit Risk Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Credit Risk Fund - Growth |
HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Credit Risk Fund - Growth |
HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Others | 93.58 | 100 |
Real Estate | 6.42 | - |
Top Comparisons
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns16.27%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns17.9%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns0%
Bandhan Small Cap Fund Regular Growth
3Y Returns29.79%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.14%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.78%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns8.02%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns7.7%