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Kotak Credit Risk Fund - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹707 Cr | ₹260 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 11 May 2010 | 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 | 78% | 78% |
| Expense Ratio | 1.71 | 1.68 |
| Manager | Deepak Agrawal | Ritesh Nambiar |
| ISIN Code | INF174K01DY7 | INF789F01QZ1 |
| Exits Load | Kotak Credit Risk Fund - Growth charges 1.0% 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 | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.48% | 0.4% |
| 6 Month | 3.09% | 2.46% |
| 1 Year | 8.62% | 7.08% |
| 3 Year | 7.41% | 7.15% |
| 5 Year | 5.72% | 9.29% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.16% |
| 1 Year | 7.09% | 5.66% |
| 3 Year | 7.62% | 7.1% |
| 5 Year | 6.67% | 7.61% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.62% | 7.43% |
| 3 Year | 7.51% | 7.34% |
| 5 Year | 7.75% | -1.07% |
Risk Management
| Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.35% | 0.79% |
| Sharp | 0.60% | 0.75% |
| Beta | 1.17% | 0.96% |
| Alpha | -1.17% | -1.05% |
Fund Managers
| Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Ritesh Nambiar |
| Total AUM | ₹150749 Cr | ₹2329 Cr |
| Funds Managed | 14 | 3 |
| Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Credit Risk Fund - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Credit Risk Fund - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 90.41 | 98.15 |
| Real Estate | 6.06 | - |
| Financial Services | 3.53 | 1.84 |
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