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tortoise-icon UTI Credit Risk Fund - Regular Plan - Growth Option

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tortoise-icon 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) ₹258 Cr ₹535 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
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 0.53% 0.53%
6 Month 2.98% 2.6%
1 Year 7.57% 20.35%
3 Year 7.34% 11.15%
5 Year 9.3% 8.41%

SIP Return Analysis

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
6 Month 1.55% 1.42%
1 Year 7.03% 16.07%
3 Year 7.55% 13.78%
5 Year 8% 10.82%

Rolling Lumpsum Returns

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
1 Year 7.46% 6.76%
3 Year 7.35% 7.61%
5 Year -1.1% 7.11%

Risk Management

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
Standard Deviation 0.78% 6.84%
Sharp 0.78% 0.63%
Beta 0.97% 5.27%
Alpha -1.12% -5.04%

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 98.09 100
Construction 1.91 -

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