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) ₹388 Cr ₹448 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 10 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 1.63 1.57
Manager Ritesh Nambiar Devang Shah
ISIN Code INF789F01QZ1 INF846K01PO5
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
1 Month 0.76% 0.77%
6 Month 3.66% 4.06%
1 Year 6.99% 7.63%
3 Year 10.96% 5.92%
5 Year -0.58% 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 3.13% 3.36%
3 Year 10.78% 9.75%
5 Year 16.56% 16.8%

Rolling Lumpsum Returns

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option Axis Credit Risk Fund - Regular Plan - Growth
1 Year 3.21% 5.86%
3 Year 13.99% 13.76%
5 Year 16.96% 17.28%

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 100.02 99.97

Sector Allocation

Scheme Name

UTI Credit Risk Fund - Regular Plan - Growth Option

Axis Credit Risk Fund - Regular Plan - Growth

Others 9.53 5.89
Sovereign 17.44 15.42
Financial 28.72 23.24
Consumer Staples 18.9 11.05
Metals & Mining 3.98 -
Automobile 6.43 4.85
Construction 9.93 21.92
Services 5.09 3.31
Materials - 12.3
Communication - 1.99

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