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) | ₹689 Cr | ₹266 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 | 0.64% | 0.63% |
| 6 Month | 4.63% | 3.3% |
| 1 Year | 8.82% | 7.63% |
| 3 Year | 7.58% | 7.47% |
| 5 Year | 5.86% | 9.35% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.56% | 0.92% |
| 1 Year | 8.13% | 5.9% |
| 3 Year | 7.75% | 7.15% |
| 5 Year | 6.57% | 7.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.55% | 7.31% |
| 3 Year | 7.49% | 7.33% |
| 5 Year | 7.77% | -1.16% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.35% | 0.80% |
| Sharp | 0.60% | 0.88% |
| Beta | 1.14% | 0.99% |
| Alpha | -1.25% | -1.10% |
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 | 93.52 | 98.23 |
| Real Estate | 6.48 | - |
| Financial Services | - | 1.77 |
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