Kotak Credit Risk Fund vs HSBC 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 Moderately High Moderately High
Asset Size (Cr) ₹753 Cr ₹580 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 11 May 2010 08 Oct 2009
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 Kotak Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Credit Risk Fund - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
1 Month 0.25% 0.68%
6 Month 2.62% 3.71%
1 Year 7.02% 7.22%
3 Year 4.69% 5.49%
5 Year 5.29% 5.51%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
6 Month - -
1 Year 5.54% 7.04%
3 Year 6.09% 6.49%
5 Year 5.44% 6.01%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth HSBC Credit Risk Fund - Regular Growth
1 Year 7.58% 6.55%
3 Year 7.66% 7.57%
5 Year 8.22% 6.98%

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 89.99 100
Mid Cap 4.35 -
Small Cap 5.66 -

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

HSBC Credit Risk Fund - Regular Growth

Others 89.99 0.8
Realty 6.78 -
Construction 3.23 14.75
Sovereign - 25.05
Financial - 27.77
Metals & Mining - 4.42
Consumer Staples - 8.81
Materials - 4.59
Automobile - 1.88
Diversified - 2.97
Energy - 5.7
Services - 3.05
Capital Goods - 0.21

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