Aditya Birla Sun Life Credit Risk Fund vs Kotak Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹734 Cr | ₹936 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 May 2010 | 17 Apr 2015 |
Category | Credit Risk | Credit Risk |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Credit Risk Bond Index C-III | NIFTY Credit Risk Bond Index C-III |
Turn Over | 78% | 14% |
Expense Ratio | 1.71 | 1.54 |
Manager | Deepak Agrawal | Dhaval Joshi |
ISIN Code | INF174K01DY7 | INF209KA1K47 |
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 | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1065 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.67% | 1.01% |
6 Month | 1.9% | 10.26% |
1 Year | 6.43% | 16.06% |
3 Year | 5.11% | 10.22% |
5 Year | 5.5% | 9.15% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.03% | 5.95% |
1 Year | 6.52% | 19.36% |
3 Year | 6.88% | 12.34% |
5 Year | 5.8% | 10.3% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.56% | 7.15% |
3 Year | 7.61% | 6.81% |
5 Year | 7.91% | 6.52% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.09% | 2.978% |
Sharp | -0.741% | 1.126% |
Beta | 1.363% | 1.106% |
Alpha | -1.348% | 3.413% |
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Fund Managers
Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Dhaval Joshi |
Total AUM | ₹150749 Cr | ₹361932 Cr |
Funds Managed | 14 | 55 |
Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Credit Risk Fund - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Credit Risk Fund - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 97.82 | 93.22 |
Real Estate | 2.18 | 2.51 |
Financial Services | - | 2.08 |
Industrials | - | 0.54 |
Utilities | - | 1.64 |
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