Kotak Credit Risk Fund vs Aditya Birla Sun Life Credit Risk Fund compare

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tortoise-icon Kotak Credit Risk Fund - Growth

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tortoise-icon Aditya Birla Sun Life 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 Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Fund Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹796 Cr ₹921 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 01 May 2010 05 Apr 2015
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% 14%
Expense Ratio 1.71 1.57
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF174K01DY7 INF209KA1K47
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 15% of the investment, exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 years, 1% if redeemed after 2 years but within 3 years./365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Month 0.86% 0.8%
6 Month 4.28% 4.82%
1 Year 8.67% 8.37%
3 Year 4.88% 7.23%
5 Year 5.69% 6.76%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 3.66% 3.24%
3 Year 8.78% 10.78%
5 Year 14.15% 18.94%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
1 Year 4.92% 6.59%
3 Year 11.23% 16.31%
5 Year 14.69% 20.24%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.99% 1.82%
Sharp -0.38% 0.65%
Beta 2.61% 1.31%
Alpha 4.48% 3.81%

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Fund Managers

Scheme Name Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Name Deepak Agrawal Dhaval Joshi
Total AUM ₹150749 Cr ₹361932 Cr
Fund Manage 14 55
Kotak Credit Risk Fund - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Credit Risk Fund - Growth

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Others 100 99.98

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Energy 9.44 8.08
Construction 24.93 14.31
Others 12.52 4.25
Financial 27.91 27.59
Sovereign 9.35 24.72
Consumer Staples 7.39 8.08
Capital Goods 8.46 -
Metals & Mining - 6.48
Services - 2.69
Communication - 2.17
Chemicals - 1.61

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