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UTI Credit Risk Fund - Regular Plan - Growth Option
Axis Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹261 Cr | ₹366 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 Nov 2012 | 15 Jul 2014 |
| Category | Credit Risk | Credit Risk |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Credit Risk Fund CII Index | NIFTY Credit Risk Bond Index C-III |
| Turn Over | 78% | 20% |
| Expense Ratio | 1.68 | 1.57 |
| Manager | Ritesh Nambiar | Devang Shah |
| ISIN Code | INF789F01QZ1 | INF846K01PO5 |
| Exits Load | UTI Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis 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 | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.32% | 0.4% |
| 6 Month | 2.82% | 3.66% |
| 1 Year | 7.26% | 8.55% |
| 3 Year | 7.24% | 7.88% |
| 5 Year | 9.27% | 6.74% |
SIP Return Analysis
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.89% |
| 1 Year | 6.65% | 8.46% |
| 3 Year | 7.39% | 8.26% |
| 5 Year | 7.91% | 7.46% |
Rolling Lumpsum Returns
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.44% | 7.19% |
| 3 Year | 7.35% | 6.22% |
| 5 Year | -1.09% | 6.63% |
Risk Management
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.82% | 0.96% |
| Sharp | 0.6% | 0.28% |
| Beta | -3.11% | 1.69% |
| Alpha | -0.93% | 3.65% |
Fund Managers
| Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ritesh Nambiar | Devang Shah |
| Total AUM | ₹2329 Cr | ₹60014 Cr |
| Funds Managed | 3 | 15 |
| UTI Credit Risk Fund - Regular Plan - Growth Option | Axis Credit Risk Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Credit Risk Fund - Regular Plan - Growth Option |
Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Credit Risk Fund - Regular Plan - Growth Option |
Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 98.14 | 96.91 |
| Financial Services | 1.86 | 0.59 |
| Real Estate | - | 2.28 |
| Utilities | - | 0.23 |
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