Kotak Credit Risk Fund - Growth
Nippon India Credit Risk Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Kotak Credit Risk Fund - Growth | Nippon India Credit Risk Fund - Growth Plan |
|---|---|---|
| Fund | Kotak Credit Risk Fund - Growth | Nippon India Credit Risk Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹725 Cr | ₹1003 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 11 May 2010 | 08 Jun 2005 |
| 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% | 78% |
| Expense Ratio | 1.71 | 1.47 |
| Manager | Deepak Agrawal | Sushil Budhia |
| ISIN Code | INF174K01DY7 | INF204K01FQ3 |
| 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 | Nippon India Credit Risk Fund - Growth charges 1.0% 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 | Nippon India Credit Risk Fund - Growth Plan |
|---|---|---|
| 1 Month | 0.44% | 0.53% |
| 6 Month | 3.8% | 3.55% |
| 1 Year | 9.01% | 9.15% |
| 3 Year | 7.57% | 8.39% |
| 5 Year | 5.83% | 8.52% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | Nippon India Credit Risk Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.04% | 1.77% |
| 1 Year | 9.13% | 8.52% |
| 3 Year | 8.22% | 8.67% |
| 5 Year | 6.91% | 8.22% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | Nippon India Credit Risk Fund - Growth Plan |
|---|---|---|
| 1 Year | 7.59% | 7.58% |
| 3 Year | 7.52% | 7.44% |
| 5 Year | 7.76% | 7.15% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | Nippon India Credit Risk Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 1.99% | 3.73% |
| Sharp | -0.38% | 0.76% |
| Beta | 2.61% | 1.25% |
| Alpha | 4.48% | 5.33% |
Fund Managers
| Scheme Name | Kotak Credit Risk Fund - Growth | Nippon India Credit Risk Fund - Growth Plan |
|---|---|---|
| Name | Deepak Agrawal | Sushil Budhia |
| Total AUM | ₹150749 Cr | ₹29447 Cr |
| Funds Managed | 14 | 11 |
| Kotak Credit Risk Fund - Growth | Nippon India Credit Risk Fund - Growth Plan |
Market Cap
| Scheme Name |
Kotak Credit Risk Fund - Growth |
Nippon India Credit Risk Fund - Growth Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
Nippon India Credit Risk Fund - Growth Plan |
|---|---|---|
| Others | 90.75 | 100 |
| Real Estate | 5.79 | - |
| Financial Services | 3.47 | - |
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