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) ₹936 Cr ₹325 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 17 Apr 2015 19 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 1.54 1.64
Manager Dhaval Joshi Ritesh Nambiar
ISIN Code INF209KA1K47 INF789F01QZ1
Exits Load 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 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 Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Month 0.74% 0.5%
6 Month 7.09% 4.18%
1 Year 12.11% 7.86%
3 Year 8.71% 6.15%
5 Year 8.29% 3.15%

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 12.87% 7.73%
3 Year 9.8% 7.02%
5 Year 8.81% 8.01%

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 7.05% 6.85%
3 Year 6.76% 7.43%
5 Year 6.5% -1.34%

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 91.81 100
Mid Cap 1.26 -
Small Cap 6.91 -

Sector Allocation

Scheme Name

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

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 91.81 100
Realty 4.04 -
Construction 2.18 -
Transport Infrastructure 0.61 -
Power 1.34 -

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