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) | ₹1094 Cr | ₹261 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 | 0.31% | 0.22% |
| 6 Month | 4.34% | 2.9% |
| 1 Year | 13.45% | 7.29% |
| 3 Year | 10.71% | 7.26% |
| 5 Year | 9.16% | 9.27% |
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 | 1.97% | 1.38% |
| 1 Year | 10.09% | 6.65% |
| 3 Year | 12.06% | 7.39% |
| 5 Year | 10.49% | 7.91% |
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% | 0.78% |
| Sharp | 1.53% | 0.78% |
| Beta | 0.91% | 0.97% |
| Alpha | 2.21% | -1.12% |
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 | 92.52 | 98.14 |
| Real Estate | 3.28 | - |
| Financial Services | 1.94 | 1.86 |
| Industrials | 0.53 | - |
| Utilities | 1.73 | - |
Top Comparisons
SBI Gold Fund Regular Plan - Growth
3Y Returns33.13%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns32.55%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns15.95%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns15.96%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.01%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%