HSBC Credit Risk Fund vs Kotak Credit Risk Fund compare

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tortoise-icon Kotak Credit Risk Fund - Growth

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tortoise-icon HSBC Credit Risk Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
Fund Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk High Moderate
Asset Size (Cr) ₹796 Cr ₹570 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 May 2010 01 Jan 2013
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-III NIFTY Credit Risk Bond Index C-III
Turn Over 78% 19%
Expense Ratio 1.71 1.68
Manager Deepak Agrawal Shriram Ramanathan
ISIN Code INF174K01DY7 INF917K01130
Exits Load Exit load for units in excess of 6% of the investment, 1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 10% of the investment, 3% will be charged for redemption within 1 year and 2% if redeemed after 1 year upto 2 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
1 Month 0.86% 0.66%
6 Month 4.28% 3.66%
1 Year 8.67% 6.78%
3 Year 4.88% 4.01%
5 Year 5.69% 4.94%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
6 Month - -
1 Year 3.66% 2.99%
3 Year 8.78% 8.87%
5 Year 14.15% 14.61%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
1 Year 4.92% 4.83%
3 Year 11.23% 11.98%
5 Year 14.69% 15.06%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
Standard Deviation 1.99% 1.24%
Sharp -0.38% 0.04%
Beta 2.61% 1.28%
Alpha 4.48% 2.62%

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Fund Managers

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
Name Deepak Agrawal Shriram Ramanathan
Total AUM ₹150749 Cr ₹32638 Cr
Fund Manage 14 11
Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth

Market Cap

Scheme Name

Kotak Credit Risk Fund - Growth

HSBC Credit Risk Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

HSBC Credit Risk Fund - Regular Growth

Energy 9.44 5.7
Construction 24.93 14.75
Others 12.52 0.8
Financial 27.91 27.77
Sovereign 9.35 25.05
Consumer Staples 7.39 8.81
Capital Goods 8.46 0.21
Materials - 4.59
Metals & Mining - 4.42
Services - 3.05
Diversified - 2.97
Automobile - 1.88

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