Kotak Credit Risk Fund vs SBI Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
SBI Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | High |
Asset Size (Cr) | ₹734 Cr | ₹2266 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 May 2010 | 16 Jul 2004 |
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-II |
Turn Over | 78% | 24% |
Expense Ratio | 1.71 | 1.55 |
Manager | Deepak Agrawal | Pradeep Kesavan |
ISIN Code | INF174K01DY7 | INF200K01685 |
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 | SBI Credit Risk Fund - Regular Plan - Growth charges 0.75% of sell value; if fund sold before 1095 days. There are no other charges., 1.5% if fund sold before 730 days. There are no other charges., 3.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.28% | 1.54% |
6 Month | 3.74% | 4.61% |
1 Year | 7.49% | 9.11% |
3 Year | 5.52% | 7.6% |
5 Year | 5.81% | 7.27% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.3% | 2.69% |
1 Year | 7.27% | 9.44% |
3 Year | 7.2% | 8.4% |
5 Year | 5.98% | 7.45% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.56% | 7.49% |
3 Year | 7.61% | 7.03% |
5 Year | 7.91% | 7.51% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.09% | 1.309% |
Sharp | -0.741% | 0.382% |
Beta | 1.363% | 0.818% |
Alpha | -1.348% | 0.516% |
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Fund Managers
Scheme Name | Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Pradeep Kesavan |
Total AUM | ₹150749 Cr | ₹434274 Cr |
Funds Managed | 14 | 43 |
Kotak Credit Risk Fund - Growth | SBI Credit Risk Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Credit Risk Fund - Growth |
SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Credit Risk Fund - Growth |
SBI Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 97.82 | 100 |
Real Estate | 2.18 | - |
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