Kotak Credit Risk Fund vs Invesco India 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) ₹796 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 0.86% 0.68%
6 Month 4.28% 3.6%
1 Year 8.67% 8.75%
3 Year 4.88% 6.48%
5 Year 5.69% 6.29%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 3.66% 3.68%
3 Year 8.78% 11.96%
5 Year 14.15% 17.64%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Year 4.92% 5.61%
3 Year 11.23% 13.8%
5 Year 14.69% 18.03%

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 100 100

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Energy 9.44 12.12
Construction 24.93 -
Others 12.52 10.46
Financial 27.91 14.28
Sovereign 9.35 28.83
Consumer Staples 7.39 14.21
Capital Goods 8.46 -
Metals & Mining - 16.49
Automobile - 3.58
Textiles - 0.03

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