Invesco India 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 Invesco India 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 Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Fund Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Moderate
Asset Size (Cr) ₹779 Cr ₹141 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 May 2010 04 Sep 2014
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% 24%
Expense Ratio 1.71 1.45
Manager Deepak Agrawal Krishna Venkat Cheemalapati
ISIN Code INF174K01DY7 INF205K01I34
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 of 4%, if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Month 0.29% 0.36%
6 Month 3.32% 3.63%
1 Year 7.36% 7.28%
3 Year 4.65% 6.73%
5 Year 5.26% 6.23%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 6.78% 7.25%
3 Year 6.3% 8.1%
5 Year 5.58% 6.83%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Year 7.58% 7%
3 Year 7.66% 4.4%
5 Year 8.22% 4.21%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.99% 2.7%
Sharp -0.38% 0.26%
Beta 2.61% 3.71%
Alpha 4.48% 8.13%

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Fund Managers

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Name Deepak Agrawal Krishna Venkat Cheemalapati
Total AUM ₹150749 Cr ₹24743 Cr
Fund Manage 14 19
Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Credit Risk Fund - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Others 87.97 100
Mid Cap 4.46 -
Small Cap 5.52 -

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Others 87.97 10.46
Realty 6.78 -
Construction 3.2 -
Sovereign - 28.83
Metals & Mining - 16.49
Consumer Staples - 14.21
Automobile - 3.58
Energy - 12.12
Textiles - 0.03
Financial - 14.28

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