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UTI Credit Risk Fund vs Kotak Credit Risk Fund compare

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tortoise-icon Kotak Credit Risk Fund - 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 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) ₹687 Cr ₹275 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 0.9% 0.46%
6 Month 5.28% 4.07%
1 Year 7.2% 7.59%
3 Year 7.15% 7.24%
5 Year 5.78% 9.51%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month 2.04% 1.46%
1 Year 8.94% 7.35%
3 Year 7.85% 7.57%
5 Year 6.53% 8.23%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 7.57% 7.12%
3 Year 7.52% 7.34%
5 Year 7.8% -1.18%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 1.39% 0.84%
Sharp 0.16% 0.52%
Beta 1.14% 0.18%
Alpha -0.61% 0.45%

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 93.92 98.32
Real Estate 6.08 -
Financial Services - 1.68

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