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SBI Credit Risk Fund vs UTI Credit Risk Fund compare

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tortoise-icon SBI Credit Risk Fund - Regular Plan - 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 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) ₹2221 Cr ₹277 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 0.15% 0.1%
6 Month 4.37% 3.99%
1 Year 8.22% 8.18%
3 Year 7.97% 7.2%
5 Year 7% 9.4%

SIP Return Analysis

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month 1.8% 1.63%
1 Year 8.32% 7.58%
3 Year 8.23% 7.65%
5 Year 7.47% 8.36%

Rolling Lumpsum Returns

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 7.54% 7.12%
3 Year 7.05% 7.34%
5 Year 7.48% -1.18%

Risk Management

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 1.20% 0.81%
Sharp 1.11% 0.78%
Beta 1.03% 0.93%
Alpha 0.41% -0.20%

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 100 98.29
Financial Services - 1.71

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