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Kotak Credit Risk Fund vs Invesco India Credit Risk Fund compare

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tortoise-icon Kotak Credit Risk Fund - Growth

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tortoise-icon Invesco India Credit Risk Fund - Regular Plan - Growth

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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 Invesco India Credit Risk Fund - Regular Plan - Growth
Fund Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹695 Cr ₹152 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 11 May 2010 04 Sep 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% 24%
Expense Ratio 1.71 1.45
Manager Deepak Agrawal Krishna Venkat Cheemalapati
ISIN Code INF174K01DY7 INF205K01I34
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 Invesco India Credit Risk Fund - Regular Plan - Growth charges 4.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Month 0.4% 0.14%
6 Month 4.93% 6.18%
1 Year 7.17% 9.64%
3 Year 6.96% 9.15%
5 Year 5.74% 6.54%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
6 Month 2.06% 1.38%
1 Year 8.44% 9.56%
3 Year 7.73% 9.38%
5 Year 6.43% 8.05%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Year 7.57% 7.3%
3 Year 7.52% 4.71%
5 Year 7.8% 4.66%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.38% 2.77%
Sharp 0.30% 0.87%
Beta 1.16% 1.47%
Alpha -0.64% 1.07%

Fund Managers

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Name Deepak Agrawal Krishna Venkat Cheemalapati
Total AUM ₹150749 Cr ₹24743 Cr
Funds Managed 14 19
Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Credit Risk Fund - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Others 93.88 100
Real Estate 6.12 -

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