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) | ₹936 Cr | ₹302 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 | 0.82% | 0.63% |
6 Month | 8.6% | 4.23% |
1 Year | 16.41% | 8.72% |
3 Year | 11.2% | 7.33% |
5 Year | 9.72% | 7.42% |
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 | 3.49% | 2.3% |
1 Year | 16.54% | 8.73% |
3 Year | 12.47% | 7.84% |
5 Year | 10.49% | 8.61% |
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 | 7.22% | 7.03% |
3 Year | 6.89% | 7.31% |
5 Year | 6.56% | -1.23% |
Risk Management
Scheme Name | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.978% | 0.979% |
Sharp | 1.126% | -0.256% |
Beta | 1.106% | 0.715% |
Alpha | 3.413% | -0.172% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 93.22 | 100 |
Real Estate | 2.51 | - |
Financial Services | 2.08 | - |
Industrials | 0.54 | - |
Utilities | 1.64 | - |
Top Comparisons
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns20.37%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns12.23%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns8.47%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns16.95%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns21.51%
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
3Y Returns0%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns24.79%