SBI Credit Risk Fund vs Kotak 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) | ₹699 Cr | ₹2231 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 | 0.67% | 0.58% |
6 Month | 4.97% | 4.72% |
1 Year | 7.93% | 8.69% |
3 Year | 7.14% | 8.13% |
5 Year | 5.79% | 7.02% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.61% | 2.25% |
1 Year | 9.17% | 9.17% |
3 Year | 7.98% | 8.48% |
5 Year | 6.55% | 7.59% |
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 | 1.14% | 0.98% |
Alpha | -0.75% | 0.34% |
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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 | 93.99 | 100 |
Real Estate | 6.01 | - |
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