Kotak Credit Risk Fund vs UTI Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹701 Cr | ₹282 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 11 May 2010 | 19 Nov 2012 |
Category | Credit Risk | Credit Risk |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Credit Risk Bond Index C-III | CRISIL Credit Risk Fund CII Index |
Turn Over | 78% | 78% |
Expense Ratio | 1.71 | 1.68 |
Manager | Deepak Agrawal | Ritesh Nambiar |
ISIN Code | INF174K01DY7 | INF789F01QZ1 |
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 | UTI 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 | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.76% | 0.65% |
6 Month | 5.13% | 4.59% |
1 Year | 7.95% | 8.89% |
3 Year | 7.08% | 7.4% |
5 Year | 5.77% | 9.34% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.67% | 2.16% |
1 Year | 9.04% | 8.6% |
3 Year | 7.88% | 7.88% |
5 Year | 6.46% | 8.57% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.53% | 7.03% |
3 Year | 7.56% | 7.31% |
5 Year | 7.84% | -1.23% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.38% | 0.81% |
Sharp | 0.30% | 0.77% |
Beta | 1.14% | 0.88% |
Alpha | -0.75% | -0.26% |
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Fund Managers
Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepak Agrawal | Ritesh Nambiar |
Total AUM | ₹150749 Cr | ₹2329 Cr |
Funds Managed | 14 | 3 |
Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Credit Risk Fund - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Credit Risk Fund - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Others | 94 | 100 |
Real Estate | 6 | - |
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