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tortoise-icon Kotak Credit Risk Fund - Growth

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tortoise-icon UTI Credit Risk Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹720 Cr ₹261 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 0.3% 0.28%
6 Month 3.75% 2.8%
1 Year 8.78% 7.26%
3 Year 7.46% 7.24%
5 Year 5.75% 9.26%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month 1.88% 1.38%
1 Year 8.78% 6.65%
3 Year 8.04% 7.39%
5 Year 6.81% 7.91%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 7.59% 7.46%
3 Year 7.52% 7.35%
5 Year 7.76% -1.1%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 1.99% 8.82%
Sharp -0.38% 0.6%
Beta 2.61% -3.11%
Alpha 4.48% -0.93%

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 90.62 98.14
Real Estate 5.88 -
Financial Services 3.5 1.86

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