UTI Credit Risk Fund vs SBI Credit Risk Fund compare
SBI Credit Risk Fund - Regular Plan - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2214 Cr | ₹275 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 | 0.63% | 0.54% |
6 Month | 4.54% | 4.09% |
1 Year | 8.26% | 7.56% |
3 Year | 8.08% | 7.28% |
5 Year | 7.01% | 9.51% |
SIP Return Analysis
Scheme Name | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.6% | 1.46% |
1 Year | 8.06% | 7.35% |
3 Year | 8.14% | 7.57% |
5 Year | 7.45% | 8.23% |
Rolling Lumpsum Returns
Scheme Name | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.54% | 7.12% |
3 Year | 7.05% | 7.34% |
5 Year | 7.48% | -1.18% |
Risk Management
Scheme Name | SBI Credit Risk Fund - Regular Plan - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.23% | 0.84% |
Sharp | 0.95% | 0.52% |
Beta | 1.05% | 0.18% |
Alpha | 0.39% | 0.45% |
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 | 97.02 | 98.31 |
Industrials | 2.98 | - |
Financial Services | - | 1.69 |
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