Aditya Birla Sun Life Credit Risk Fund vs SBI Credit Risk Fund compare

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tortoise-icon SBI Credit Risk Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

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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 Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Fund SBI Credit Risk Fund - Regular Plan - 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) ₹2434 Cr ₹921 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 01 Jul 2004 05 Apr 2015
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-II NIFTY Credit Risk Bond Index C-III
Turn Over 24% 14%
Expense Ratio 1.55 1.57
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01685 INF209KA1K47
Exits Load For units in excess of 8% of the investment, exit load of 3% if redeemed within 12 months, 1.5% if redeemed after 12 months but within 24 months and 0.75% if redeemed after 24 months but within 36 months/365 Exit load for units in excess of 15% of the investment, exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 years, 1% if redeemed after 2 years but within 3 years./365

Trailing Lumpsum Returns

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Month 0.64% 3.17%
6 Month 4.35% 8.28%
1 Year 8.11% 12.16%
3 Year 6.68% 8.53%
5 Year 6.95% 7.65%

SIP Return Analysis

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 8.06% 14.59%
3 Year 7.57% 9.97%
5 Year 7.02% 8.87%

Rolling Lumpsum Returns

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Year 7.47% 7.05%
3 Year 7.05% 6.76%
5 Year 7.57% 6.5%

Risk Management

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.36% 1.82%
Sharp 0.61% 0.65%
Beta 1.96% 1.31%
Alpha 4.75% 3.81%

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Fund Managers

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Credit Risk Fund - Regular Plan - Growth

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Others 100 99.98

Sector Allocation

Scheme Name

SBI Credit Risk Fund - Regular Plan - Growth

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Others 7.33 4.25
Sovereign 16.36 24.72
Financial 29.02 27.59
Metals & Mining 6.6 6.48
Capital Goods 1.35 -
Consumer Staples 8.3 8.08
Construction 9.27 14.31
Services 2.49 2.69
Materials 3.02 -
Communication 1.03 2.17
Automobile 2.04 -
Diversified 2.43 -
Energy 7.72 8.08
Consumer Discretionary 3.04 -
Chemicals - 1.61

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