Kotak Credit Risk Fund vs SBI Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
SBI Credit Risk Fund - Regular Plan - Growth
Chart Comparison
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) | ₹695 Cr | ₹2221 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 | 0.21% | 0.15% |
6 Month | 4.9% | 4.37% |
1 Year | 7.02% | 8.22% |
3 Year | 6.94% | 7.97% |
5 Year | 5.74% | 7% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.06% | 1.8% |
1 Year | 8.44% | 8.32% |
3 Year | 7.73% | 8.23% |
5 Year | 6.43% | 7.47% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.57% | 7.54% |
3 Year | 7.52% | 7.05% |
5 Year | 7.8% | 7.48% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.38% | 1.20% |
Sharp | 0.30% | 1.11% |
Beta | 1.16% | 1.03% |
Alpha | -0.64% | 0.41% |
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 | 93.88 | 100 |
Real Estate | 6.12 | - |
Top Comparisons
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.47%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.06%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.07%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.4%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.49%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.56%
Invesco India Multicap Fund - Growth Option
3Y Returns19.5%
DSP Multicap Fund - Regular (G)
3Y Returns0%