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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) ₹689 Cr ₹153 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 0.59% 0.52%
6 Month 4.66% 2.7%
1 Year 8.99% 9.54%
3 Year 7.67% 9.5%
5 Year 5.85% 6.54%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
6 Month 2.19% 1.2%
1 Year 9.48% 7.98%
3 Year 8.22% 8.85%
5 Year 6.85% 8%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Year 7.55% 7.39%
3 Year 7.49% 4.72%
5 Year 7.77% 4.77%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.35% 2.75%
Sharp 0.60% 0.94%
Beta 1.14% 1.56%
Alpha -1.25% -0.28%

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 93.52 100
Real Estate 6.48 -

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