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) | ₹1073 Cr | ₹258 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 | 0.85% | 0.53% |
| 6 Month | 4.52% | 2.98% |
| 1 Year | 13.65% | 7.57% |
| 3 Year | 10.81% | 7.34% |
| 5 Year | 9.23% | 9.3% |
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 | 2.41% | 1.67% |
| 1 Year | 11.6% | 7.21% |
| 3 Year | 12.4% | 7.59% |
| 5 Year | 10.65% | 8% |
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 | 7.47% | 7.46% |
| 3 Year | 7.08% | 7.35% |
| 5 Year | 6.68% | -1.1% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.47% | 8.82% |
| Sharp | 1.51% | 0.6% |
| Beta | 0.87% | -3.11% |
| Alpha | 2.20% | -0.93% |
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 | 92.3 | 98.09 |
| Real Estate | 3.37 | - |
| Financial Services | 2 | - |
| Industrials | 0.54 | - |
| Utilities | 1.79 | - |
| Construction | - | 1.91 |
Top Comparisons
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns17.39%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns14.86%
Kotak Midcap Fund - Growth
3Y Returns20.08%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns11.8%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.9%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.92%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.52%