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

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tortoise-icon Aditya Birla Sun Life 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 Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹921 Cr ₹388 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Apr 2015 10 Nov 2012
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-III CRISIL Credit Risk Fund CII Index
Turn Over 14% 78%
Expense Ratio 1.57 1.63
Manager Dhaval Joshi Ritesh Nambiar
ISIN Code INF209KA1K47 INF789F01QZ1
Exits Load 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 For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Month 0.8% 0.76%
6 Month 4.82% 3.66%
1 Year 8.37% 6.99%
3 Year 7.23% 10.96%
5 Year 6.76% -0.58%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.24% 3.13%
3 Year 10.78% 10.78%
5 Year 18.94% 16.56%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 6.59% 3.21%
3 Year 16.31% 13.99%
5 Year 20.24% 16.96%

Risk Management

Scheme Name Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 1.82% 8.82%
Sharp 0.65% 0.6%
Beta 1.31% -3.11%
Alpha 3.81% -0.93%

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Fund Managers

Scheme Name Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Name Dhaval Joshi Ritesh Nambiar
Total AUM ₹361932 Cr ₹2329 Cr
Fund Manage 55 3
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 99.98 100.02

Sector Allocation

Scheme Name

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

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 4.25 9.53
Sovereign 24.72 17.44
Metals & Mining 6.48 3.98
Financial 27.59 28.72
Construction 14.31 9.93
Consumer Staples 8.08 18.9
Energy 8.08 -
Services 2.69 5.09
Communication 2.17 -
Chemicals 1.61 -
Automobile - 6.43

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