UTI Credit Risk Fund vs Invesco India Credit Risk Fund compare

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tortoise-icon Invesco India Credit Risk Fund - Regular Plan - Growth

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tortoise-icon UTI Credit Risk Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Fund Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹142 Cr ₹325 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 04 Sep 2014 19 Nov 2012
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-III CRISIL Credit Risk Fund CII Index
Turn Over 24% 78%
Expense Ratio 1.45 1.64
Manager Krishna Venkat Cheemalapati Ritesh Nambiar
ISIN Code INF205K01I34 INF789F01QZ1
Exits Load Invesco India Credit Risk Fund - Regular Plan - Growth charges 4.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Month 0.71% 0.66%
6 Month 3.62% 4.33%
1 Year 7.3% 8%
3 Year 6.86% 6.08%
5 Year 6.3% 0.94%

SIP Return Analysis

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.96% 8.03%
3 Year 8.05% 7.03%
5 Year 6.83% 7.85%

Rolling Lumpsum Returns

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 7% 6.85%
3 Year 4.4% 7.43%
5 Year 4.21% -1.34%

Risk Management

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 2.7% 8.82%
Sharp 0.26% 0.6%
Beta 3.71% -3.11%
Alpha 8.13% -0.93%

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Fund Managers

Scheme Name Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Ritesh Nambiar
Total AUM ₹24743 Cr ₹2329 Cr
Fund Manage 19 3
Invesco India Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Credit Risk Fund - Regular Plan - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 99.95 100.01
Small Cap 0.05 -

Sector Allocation

Scheme Name

Invesco India Credit Risk Fund - Regular Plan - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 99.95 12.93
Textiles & Apparels 0.05 -
Sovereign - 16.16
Financial - 29.74
Consumer Staples - 15.01
Metals & Mining - 3.97
Automobile - 6.41
Construction - 9.85
Materials - 0.89
Services - 5.05

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