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UTI Credit Risk Fund vs Aditya Birla Sun Life Credit Risk Fund compare

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tortoise-icon Aditya Birla Sun Life 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 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) ₹1033 Cr ₹275 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 0.6% 0.55%
6 Month 5.51% 4.08%
1 Year 15.96% 7.61%
3 Year 10.37% 7.21%
5 Year 9.27% 9.5%

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 2.12% 1.46%
1 Year 12.35% 7.35%
3 Year 12.25% 7.57%
5 Year 10.45% 8.23%

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 2.51% 0.84%
Sharp 1.34% 0.52%
Beta 0.84% 0.18%
Alpha 2.76% 0.45%

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 92.19 98.32
Real Estate 3.56 -
Financial Services 1.95 1.68
Industrials 0.57 -
Utilities 1.73 -

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