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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 | 1.41% | 1.63% |
| 6 Month | 4.11% | 8.16% |
| 1 Year | 7.5% | 17.1% |
| 3 Year | 6.28% | 10.59% |
| 5 Year | 5.97% | 9.63% |
SIP Return Analysis
| Scheme Name | Kotak Credit Risk Fund - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.59% | 4.92% |
| 1 Year | 7.89% | 19.01% |
| 3 Year | 7.42% | 12.59% |
| 5 Year | 6.12% | 10.47% |
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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