Kotak Credit Risk Fund vs SBI Credit Risk Fund compare

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tortoise-icon Kotak Credit Risk Fund - Growth

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tortoise-icon SBI 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 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 High Moderately High
Asset Size (Cr) ₹796 Cr ₹2434 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 May 2010 01 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 Exit load for units in excess of 6% of the investment, 1% will be charged for redemption within 365 days/365 For units in excess of 8% of the investment, exit load of 3% if redeemed within 12 months, 1.5% if redeemed after 12 months but within 24 months and 0.75% if redeemed after 24 months but within 36 months/365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
1 Month 0.86% 0.74%
6 Month 4.28% 4.15%
1 Year 8.67% 7.76%
3 Year 4.88% 6.45%
5 Year 5.69% 7%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 3.66% 3.59%
3 Year 8.78% 10.89%
5 Year 14.15% 18.27%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
1 Year 4.92% 6.26%
3 Year 11.23% 14.82%
5 Year 14.69% 18.75%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.99% 1.36%
Sharp -0.38% 0.61%
Beta 2.61% 1.96%
Alpha 4.48% 4.75%

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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
Fund Manage 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

Energy 9.44 7.72
Construction 24.93 9.27
Others 12.52 7.33
Financial 27.91 29.02
Sovereign 9.35 16.36
Consumer Staples 7.39 8.3
Capital Goods 8.46 1.35
Metals & Mining - 6.6
Materials - 3.02
Services - 2.49
Diversified - 2.43
Automobile - 2.04
Communication - 1.03
Consumer Discretionary - 3.04

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