SBI Credit Risk Fund vs Kotak 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 Moderately High High
Asset Size (Cr) ₹753 Cr ₹2311 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 3.0% of sell value; if fund sold before 365 days. There are no other charges., 1.5% if fund sold before 730 days. There are no other charges., 0.75% if fund sold before 1095 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 0.81% 0.61%
6 Month 2.72% 3.8%
1 Year 6.91% 8.14%
3 Year 4.9% 6.92%
5 Year 5.25% 7%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 5.8% 7.73%
3 Year 6.33% 7.62%
5 Year 5.57% 7.02%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth SBI Credit Risk Fund - Regular Plan - Growth
1 Year 7.58% 7.47%
3 Year 7.66% 7.05%
5 Year 8.22% 7.57%

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 89.99 97.3
Mid Cap 4.35 -
Small Cap 5.66 2.7

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

SBI Credit Risk Fund - Regular Plan - Growth

Others 89.99 97.3
Realty 6.78 -
Construction 3.23 -
Transport Infrastructure - 2.7

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