Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Credit Risk Fund vs SBI Credit Risk Fund compare

Link copied to clipboard!

tortoise-icon Kotak Credit Risk Fund - Growth

Invest Now

tortoise-icon SBI Credit Risk Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
Fund Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High High
Asset Size (Cr) ₹689 Cr ₹2210 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 May 2010 16 Jul 2004
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-II
Turn Over 78% 24%
Expense Ratio 1.71 1.55
Manager Deepak Agrawal Pradeep Kesavan
ISIN Code INF174K01DY7 INF200K01685
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 SBI Credit Risk Fund - Regular Plan - Growth charges 0.75% of sell value; if fund sold before 1095 days. There are no other charges., 1.5% if fund sold before 730 days. There are no other charges., 3.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
1 Month 1.17% 0.83%
6 Month 5.09% 3.82%
1 Year 8.85% 8.45%
3 Year 7.62% 8.24%
5 Year 5.78% 6.91%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
6 Month 2.35% 1.73%
1 Year 9.88% 8.24%
3 Year 8.22% 8.21%
5 Year 6.8% 7.54%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
1 Year 7.55% 7.57%
3 Year 7.49% 7.06%
5 Year 7.77% 7.47%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.35% 1.21%
Sharp 0.48% 1.08%
Beta 1.17% 1.20%
Alpha -0.47% 0.16%

Fund Managers

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
Name Deepak Agrawal Pradeep Kesavan
Total AUM ₹150749 Cr ₹434274 Cr
Funds Managed 14 43
Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Credit Risk Fund - Growth

SBI Credit Risk Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

SBI Credit Risk Fund - Regular Plan - Growth

Others 93.58 96.99
Real Estate 6.42 -
Industrials - 3.01

Top Comparisons

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

3Y Returns9.24%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns10.16%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns10.84%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns10.09%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns17.39%

VS

Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan

3Y Returns15.91%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns23.06%

VS

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns14.38%

Compare Now
Add to Cart Successfully