HDFC Credit Risk Debt Fund - Growth Option
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Credit Risk Debt Fund - Growth Option | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Credit Risk Debt Fund - Growth Option | UTI Credit Risk Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹7029 Cr | ₹258 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Mar 2014 | 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 | 21.38% | 78% |
| Expense Ratio | 1.59 | 1.68 |
| Manager | Dhruv Muchhal | Ritesh Nambiar |
| ISIN Code | INF179KA1GC0 | INF789F01QZ1 |
| Exits Load | HDFC Credit Risk Debt Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 540 days. There are no other charges., 1.0% if fund sold before 365 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 | HDFC Credit Risk Debt Fund - Growth Option | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.27% | 0.26% |
| 6 Month | 3.03% | 2.85% |
| 1 Year | 7.75% | 7.3% |
| 3 Year | 7.57% | 7.28% |
| 5 Year | 6.68% | 9.26% |
SIP Return Analysis
| Scheme Name | HDFC Credit Risk Debt Fund - Growth Option | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.71% | 1.55% |
| 1 Year | 7.69% | 7.03% |
| 3 Year | 7.94% | 7.55% |
| 5 Year | 7.25% | 8% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Credit Risk Debt Fund - Growth Option | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.05% | 7.46% |
| 3 Year | 7.49% | 7.35% |
| 5 Year | 7.5% | -1.1% |
Risk Management
| Scheme Name | HDFC Credit Risk Debt Fund - Growth Option | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.88% | 8.82% |
| Sharp | 1.02% | 0.6% |
| Beta | 1.11% | -3.11% |
| Alpha | -1.08% | -0.93% |
Fund Managers
| Scheme Name | HDFC Credit Risk Debt Fund - Growth Option | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Ritesh Nambiar |
| Total AUM | ₹520687 Cr | ₹2329 Cr |
| Funds Managed | 40 | 3 |
| HDFC Credit Risk Debt Fund - Growth Option | UTI Credit Risk Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Credit Risk Debt Fund - Growth Option |
UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Credit Risk Debt Fund - Growth Option |
UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 96.03 | 98.14 |
| Real Estate | 1.01 | - |
| Utilities | 0.29 | - |
| Financial Services | 2.11 | 1.86 |
| Industrials | 0.56 | - |
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