Invesco India Credit Risk Fund vs Kotak Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
Invesco India Credit Risk Fund - Regular Plan - Growth
Chart Comparison
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 | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹734 Cr | ₹142 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 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 | Kotak Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Credit Risk Fund - Regular Plan - Growth charges 4.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.59% | 0.54% |
6 Month | 2.26% | 3.24% |
1 Year | 6.76% | 6.97% |
3 Year | 4.93% | 7.15% |
5 Year | 5.06% | 6.25% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.75% | 6.83% |
3 Year | 6.39% | 8.05% |
5 Year | 5.58% | 6.86% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.56% | 7.16% |
3 Year | 7.61% | 4.53% |
5 Year | 7.91% | 4.4% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | Invesco India Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.091% | 2.652% |
Sharp | -0.683% | 0.287% |
Beta | 1.365% | 1.007% |
Alpha | -1.341% | 0.724% |
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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 | 89.99 | 99.95 |
Mid Cap | 4.35 | - |
Small Cap | 5.66 | 0.05 |
Sector Allocation
Scheme Name |
Kotak Credit Risk Fund - Growth |
Invesco India Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 89.99 | 99.95 |
Realty | 6.78 | - |
Construction | 3.23 | - |
Textiles & Apparels | - | 0.05 |
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