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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) ₹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

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