Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Credit Risk Fund vs Kotak 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) ₹687 Cr ₹2214 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 0.9% 0.48%
6 Month 5.28% 4.53%
1 Year 7.2% 8.2%
3 Year 7.15% 8.01%
5 Year 5.78% 7%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
6 Month 2.04% 1.6%
1 Year 8.94% 8.06%
3 Year 7.85% 8.14%
5 Year 6.53% 7.45%

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 1.39% 1.23%
Sharp 0.16% 0.95%
Beta 1.14% 1.05%
Alpha -0.61% 0.39%

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 93.92 97.09
Real Estate 6.08 -
Industrials - 2.91

Top Comparisons

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns7.63%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns7.09%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns24.8%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns19.41%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns17.23%

VS

Bandhan Small Cap Fund Regular Growth Bandhan Small Cap Fund Regular Growth

3Y Returns28.18%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns22.87%

VS

DSP Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth

3Y Returns18.72%

Compare Now
Add to Cart Successfully