HSBC 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 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 UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
Fund UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹388 Cr ₹570 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 10 Nov 2012 01 Jan 2013
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% 19%
Expense Ratio 1.63 1.68
Manager Ritesh Nambiar Shriram Ramanathan
ISIN Code INF789F01QZ1 INF917K01130
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, 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 UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
1 Month 0.76% 0.66%
6 Month 3.66% 3.66%
1 Year 6.99% 6.78%
3 Year 10.96% 4.01%
5 Year -0.58% 4.94%

SIP Return Analysis

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
6 Month - -
1 Year 3.13% 2.99%
3 Year 10.78% 8.87%
5 Year 16.56% 14.61%

Rolling Lumpsum Returns

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
1 Year 3.21% 4.83%
3 Year 13.99% 11.98%
5 Year 16.96% 15.06%

Risk Management

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
Standard Deviation 8.82% 1.24%
Sharp 0.6% 0.04%
Beta -3.11% 1.28%
Alpha -0.93% 2.62%

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Fund Managers

Scheme Name UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth
Name Ritesh Nambiar Shriram Ramanathan
Total AUM ₹2329 Cr ₹32638 Cr
Fund Manage 3 11
UTI Credit Risk Fund - Regular Plan - Growth Option HSBC Credit Risk Fund - Regular Growth

Market Cap

Scheme Name

UTI Credit Risk Fund - Regular Plan - Growth Option

HSBC Credit Risk Fund - Regular Growth

Others 100.02 100

Sector Allocation

Scheme Name

UTI Credit Risk Fund - Regular Plan - Growth Option

HSBC Credit Risk Fund - Regular Growth

Sovereign 17.44 25.05
Others 9.53 0.8
Financial 28.72 27.77
Automobile 6.43 1.88
Consumer Staples 18.9 8.81
Construction 9.93 14.75
Services 5.09 3.05
Metals & Mining 3.98 4.42
Materials - 4.59
Diversified - 2.97
Energy - 5.7
Capital Goods - 0.21

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