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) | ₹720 Cr | ₹155 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 | 0.07% | 0.2% |
| 6 Month | 3.45% | 2.44% |
| 1 Year | 8.83% | 9.26% |
| 3 Year | 7.49% | 9.37% |
| 5 Year | 5.7% | 6.56% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.19% |
| 1 Year | 7.78% | 6.29% |
| 3 Year | 7.86% | 8.31% |
| 5 Year | 6.77% | 7.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.62% | 7.63% |
| 3 Year | 7.52% | 4.76% |
| 5 Year | 7.75% | 4.96% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.99% | 2.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 99.94 |
| Small Cap | - | 0.06 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
Invesco India Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 90.62 | 98.87 |
| Realty | 5.88 | - |
| Construction | 3.5 | - |
| Transport Infrastructure | - | 1.07 |
| Textiles & Apparels | - | 0.06 |
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