SBI Credit Risk Fund vs UTI Credit Risk Fund compare
SBI Credit Risk Fund - Regular Plan - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹2210 Cr | ₹266 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 16 Jul 2004 | 19 Nov 2012 |
| Category | Credit Risk | Credit Risk |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Credit Risk Bond Index C-II | CRISIL Credit Risk Fund CII Index |
| Turn Over | 24% | 78% |
| Expense Ratio | 1.55 | 1.68 |
| Manager | Pradeep Kesavan | Ritesh Nambiar |
| ISIN Code | INF200K01685 | INF789F01QZ1 |
| Exits Load | 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 | 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 | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.5% | 0.63% |
| 6 Month | 3.41% | 3.3% |
| 1 Year | 8.24% | 7.63% |
| 3 Year | 8.17% | 7.47% |
| 5 Year | 6.78% | 9.35% |
SIP Return Analysis
| Scheme Name | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.62% | 1.58% |
| 1 Year | 7.92% | 7.39% |
| 3 Year | 8.13% | 7.62% |
| 5 Year | 7.5% | 8.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.57% | 7.31% |
| 3 Year | 7.06% | 7.33% |
| 5 Year | 7.47% | -1.16% |
Risk Management
| Scheme Name | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.21% | 0.80% |
| Sharp | 1.08% | 0.72% |
| Beta | 1.20% | 1.03% |
| Alpha | 0.16% | -0.41% |
Fund Managers
| Scheme Name | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Ritesh Nambiar |
| Total AUM | ₹434274 Cr | ₹2329 Cr |
| Funds Managed | 43 | 3 |
| SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Credit Risk Fund - Regular Plan - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Credit Risk Fund - Regular Plan - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 96.96 | 98.23 |
| Industrials | 3.04 | - |
| Financial Services | - | 1.77 |
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