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tortoise-icon Invesco India Credit Risk Fund - Regular Plan - Growth

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

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Chart Comparison

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

Overview

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Fund Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹155 Cr ₹261 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 04 Sep 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 24% 78%
Expense Ratio 1.45 1.68
Manager Krishna Venkat Cheemalapati Ritesh Nambiar
ISIN Code INF205K01I34 INF789F01QZ1
Exits Load Invesco India Credit Risk Fund - Regular Plan - Growth charges 4.0% of sell value; 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 Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Month 0.27% 0.22%
6 Month 2.44% 2.9%
1 Year 9.2% 7.29%
3 Year 9.35% 7.26%
5 Year 6.55% 9.27%

SIP Return Analysis

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month 1.31% 1.38%
1 Year 7.03% 6.65%
3 Year 8.56% 7.39%
5 Year 7.96% 7.91%

Rolling Lumpsum Returns

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 7.54% 7.46%
3 Year 4.76% 7.35%
5 Year 4.92% -1.1%

Risk Management

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 2.7% 8.82%
Sharp 0.26% 0.6%
Beta 3.71% -3.11%
Alpha 8.13% -0.93%

Fund Managers

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Ritesh Nambiar
Total AUM ₹24743 Cr ₹2329 Cr
Funds Managed 19 3
Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Credit Risk Fund - Regular Plan - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Invesco India Credit Risk Fund - Regular Plan - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 100 98.14
Financial Services - 1.86

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