UTI Credit Risk Fund vs HSBC Credit Risk Fund compare
UTI Credit Risk Fund - Regular Plan - Growth Option
HSBC Credit Risk Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Fund | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹277 Cr | ₹648 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹0 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 19 Nov 2012 | 08 Oct 2009 |
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% | 19% |
Expense Ratio | 1.68 | 1.68 |
Manager | Ritesh Nambiar | Shriram Ramanathan |
ISIN Code | INF789F01QZ1 | INF917K01130 |
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 | HSBC Credit Risk Fund - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 730 days. There are no other charges., 3.0% 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 | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
1 Month | 0.13% | 0.2% |
6 Month | 3.95% | 16.81% |
1 Year | 8.18% | 20.73% |
3 Year | 7.21% | 11.05% |
5 Year | 9.4% | 8.71% |
SIP Return Analysis
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
6 Month | 1.63% | 6.38% |
1 Year | 7.58% | 26.98% |
3 Year | 7.65% | 14.81% |
5 Year | 8.36% | 11.07% |
Rolling Lumpsum Returns
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
1 Year | 7.12% | 6.68% |
3 Year | 7.34% | 7.54% |
5 Year | -1.18% | 6.91% |
Risk Management
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.81% | 6.84% |
Sharp | 0.78% | 0.63% |
Beta | 0.93% | 4.92% |
Alpha | -0.20% | -0.08% |
Fund Managers
Scheme Name | UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Name | Ritesh Nambiar | Shriram Ramanathan |
Total AUM | ₹2329 Cr | ₹32638 Cr |
Funds Managed | 3 | 11 |
UTI Credit Risk Fund - Regular Plan - Growth Option | HSBC Credit Risk Fund - Regular Growth |
Market Cap
Scheme Name |
UTI Credit Risk Fund - Regular Plan - Growth Option |
HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
UTI Credit Risk Fund - Regular Plan - Growth Option |
HSBC Credit Risk Fund - Regular Growth |
---|---|---|
Others | 98.29 | 100 |
Financial Services | 1.71 | - |
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