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tortoise-icon SBI 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 SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Fund SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹2210 Cr ₹266 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 16 Jul 2004 19 Nov 2012
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-II CRISIL Credit Risk Fund CII Index
Turn Over 24% 78%
Expense Ratio 1.55 1.68
Manager Pradeep Kesavan Ritesh Nambiar
ISIN Code INF200K01685 INF789F01QZ1
Exits Load SBI Credit Risk Fund - Regular Plan - Growth charges 0.75% of sell value; if fund sold before 1095 days. There are no other charges., 1.5% 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 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 SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Month 0.5% 0.63%
6 Month 3.41% 3.3%
1 Year 8.24% 7.63%
3 Year 8.17% 7.47%
5 Year 6.78% 9.35%

SIP Return Analysis

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month 1.09% 0.92%
1 Year 6.63% 5.9%
3 Year 7.74% 7.15%
5 Year 7.28% 7.82%

Rolling Lumpsum Returns

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 7.57% 7.31%
3 Year 7.06% 7.33%
5 Year 7.47% -1.16%

Risk Management

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 1.21% 0.80%
Sharp 1.08% 0.72%
Beta 1.20% 1.03%
Alpha 0.16% -0.41%

Fund Managers

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Ritesh Nambiar
Total AUM ₹434274 Cr ₹2329 Cr
Funds Managed 43 3
SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Credit Risk Fund - Regular Plan - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Credit Risk Fund - Regular Plan - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 96.96 98.23
Industrials 3.04 -
Financial Services - 1.77

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