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) | ₹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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