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) ₹753 Cr ₹2311 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 3.0% of sell value; if fund sold before 365 days. There are no other charges., 1.5% if fund sold before 730 days. There are no other charges., 0.75% if fund sold before 1095 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 0.51% 0.51%
6 Month 2.77% 3.74%
1 Year 6.8% 8%
3 Year 4.91% 6.9%
5 Year 5.26% 7%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 5.8% 7.73%
3 Year 6.33% 7.62%
5 Year 5.57% 7.02%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
1 Year 7.58% 7.47%
3 Year 7.66% 7.05%
5 Year 8.22% 7.57%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.99% 1.36%
Sharp -0.38% 0.61%
Beta 2.61% 1.96%
Alpha 4.48% 4.75%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 89.99 97.3
Mid Cap 4.35 -
Small Cap 5.66 2.7

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

SBI Credit Risk Fund - Regular Plan - Growth

Others 89.99 97.3
Realty 6.78 -
Construction 3.23 -
Transport Infrastructure - 2.7

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns10.02%

VS

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns9.8%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns11.25%

VS

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns17.47%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns17.3%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.1%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns6.74%

Compare Now
Request call back
Add to Cart Successfully