Kotak Credit Risk Fund vs Invesco India Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
Invesco India Credit Risk Fund - Regular Plan - Growth
Chart Comparison
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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