Axis Credit Risk Fund vs UTI Credit Risk Fund compare

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tortoise-icon UTI Credit Risk Fund - Regular Plan - Growth Option

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tortoise-icon Axis 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 UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
Fund UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹325 Cr ₹424 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 19 Nov 2012 15 Jul 2014
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark CRISIL Credit Risk Fund CII Index NIFTY Credit Risk Bond Index C-III
Turn Over 78% 20%
Expense Ratio 1.64 1.57
Manager Ritesh Nambiar Devang Shah
ISIN Code INF789F01QZ1 INF846K01PO5
Exits Load UTI Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis 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 UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
1 Month 0.66% 0.59%
6 Month 4.33% 4.09%
1 Year 8% 8.08%
3 Year 6.08% 6.26%
5 Year 0.94% 6.66%

SIP Return Analysis

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 8.03% 7.83%
3 Year 7.03% 7.17%
5 Year 7.85% 6.66%

Rolling Lumpsum Returns

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
1 Year 6.85% 6.93%
3 Year 7.43% 6.08%
5 Year -1.34% 6.33%

Risk Management

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
Standard Deviation 8.82% 0.96%
Sharp 0.6% 0.28%
Beta -3.11% 1.69%
Alpha -0.93% 3.65%

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Fund Managers

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
Name Ritesh Nambiar Devang Shah
Total AUM ₹2329 Cr ₹60014 Cr
Fund Manage 3 15
UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

UTI Credit Risk Fund - Regular Plan - Growth Option

Axis Credit Risk Fund - Regular Plan - Growth

Others 100.01 99.03
Mid Cap - 0.97

Sector Allocation

Scheme Name

UTI Credit Risk Fund - Regular Plan - Growth Option

Axis Credit Risk Fund - Regular Plan - Growth

Others 12.93 99.03
Sovereign 16.16 -
Financial 29.74 -
Consumer Staples 15.01 -
Metals & Mining 3.97 -
Automobile 6.41 -
Construction 9.85 -
Materials 0.89 -
Services 5.05 -
Realty - 0.97

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