UTI Credit Risk Fund vs Aditya Birla Sun Life Credit Risk Fund compare
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1023 Cr | ₹277 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Apr 2015 | 19 Nov 2012 |
Category | Credit Risk | Credit Risk |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Credit Risk Bond Index C-III | CRISIL Credit Risk Fund CII Index |
Turn Over | 14% | 78% |
Expense Ratio | 1.54 | 1.68 |
Manager | Dhaval Joshi | Ritesh Nambiar |
ISIN Code | INF209KA1K47 | INF789F01QZ1 |
Exits Load | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1065 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 | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.41% | 0.1% |
6 Month | 5.37% | 3.99% |
1 Year | 16.32% | 8.18% |
3 Year | 10.38% | 7.2% |
5 Year | 9.35% | 9.4% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.55% | 1.63% |
1 Year | 14.16% | 7.58% |
3 Year | 12.49% | 7.65% |
5 Year | 10.56% | 8.36% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.3% | 7.12% |
3 Year | 6.93% | 7.34% |
5 Year | 6.58% | -1.18% |
Risk Management
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.49% | 0.81% |
Sharp | 1.39% | 0.78% |
Beta | 0.74% | 0.93% |
Alpha | 2.81% | -0.20% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Ritesh Nambiar |
Total AUM | ₹361932 Cr | ₹2329 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Others | 91.82 | 98.29 |
Real Estate | 3.9 | - |
Financial Services | 2.02 | 1.71 |
Industrials | 0.56 | - |
Utilities | 1.71 | - |
Top Comparisons
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.14%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.77%
Invesco India Financial Services Fund - Retail Growth
3Y Returns21.16%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.14%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.04%
HSBC Money Market Fund - Regular Growth
3Y Returns7.16%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.98%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.91%