- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.05% | 0.29% |
| 6 Month | 3.47% | 2.41% |
| 1 Year | 8.77% | 9.16% |
| 3 Year | 7.46% | 9.31% |
| 5 Year | 5.71% | 6.55% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.56% | 1.26% |
| 1 Year | 8.1% | 6.79% |
| 3 Year | 7.89% | 8.5% |
| 5 Year | 6.75% | 7.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.6% | 7.58% |
| 3 Year | 7.52% | 4.76% |
| 5 Year | 7.76% | 4.94% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.99% | 2.7% |
| Sharp | -0.38% | 0.26% |
| Beta | 2.61% | 3.71% |
| Alpha | 4.48% | 8.13% |
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 | 90.62 | 100 |
| Real Estate | 5.88 | - |
| Financial Services | 3.5 | - |
Top Comparisons
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.06%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.12%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns16.94%
360 ONE Focused Fund Regular-Growth
3Y Returns16.91%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns15.33%
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns16.1%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns17.77%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns19.93%
