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UTI Credit Risk Fund - Regular Plan - Growth Option

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HSBC Credit Risk Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹274 Cr	₹584 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	0.66%	0.63%
6 Month	3.48%	14.63%
1 Year	7.67%	20.58%
3 Year	7.5%	11.28%
5 Year	9.33%	8.43%

SIP Return Analysis

Scheme Name	UTI Credit Risk Fund - Regular Plan - Growth Option	HSBC Credit Risk Fund - Regular Growth
6 Month	1.55%	1.37%
1 Year	7.43%	21.55%
3 Year	7.62%	14.3%
5 Year	8.19%	10.93%

Rolling Lumpsum Returns

Scheme Name	UTI Credit Risk Fund - Regular Plan - Growth Option	HSBC Credit Risk Fund - Regular Growth
1 Year	7.31%	6.71%
3 Year	7.33%	7.56%
5 Year	-1.16%	6.98%

Risk Management

Scheme Name	UTI Credit Risk Fund - Regular Plan - Growth Option	HSBC Credit Risk Fund - Regular Growth
Standard Deviation	0.80%	6.84%
Sharp	0.72%	0.63%
Beta	1.03%	5.95%
Alpha	-0.41%	-1.35%

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	98.25	100
Financial Services	1.75	-

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