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) | ₹689 Cr | ₹2210 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 | 0.64% | 0.5% |
| 6 Month | 4.63% | 3.41% |
| 1 Year | 8.82% | 8.24% |
| 3 Year | 7.58% | 8.17% |
| 5 Year | 5.86% | 6.78% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.33% | 1.62% |
| 1 Year | 9.9% | 7.92% |
| 3 Year | 8.28% | 8.13% |
| 5 Year | 6.87% | 7.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.55% | 7.57% |
| 3 Year | 7.49% | 7.06% |
| 5 Year | 7.77% | 7.47% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.35% | 1.21% |
| Sharp | 0.48% | 1.08% |
| Beta | 1.17% | 1.20% |
| Alpha | -0.47% | 0.16% |
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 | 93.52 | 96.96 |
| Real Estate | 6.48 | - |
| Industrials | - | 3.04 |
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