UTI 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 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 Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Fund Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹796 Cr ₹388 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 May 2010 10 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 78% 78%
Expense Ratio 1.71 1.63
Manager Deepak Agrawal Ritesh Nambiar
ISIN Code INF174K01DY7 INF789F01QZ1
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 10% of the investment, 1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Month 0.86% 0.76%
6 Month 4.28% 3.66%
1 Year 8.67% 6.99%
3 Year 4.88% 10.96%
5 Year 5.69% -0.58%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.66% 3.13%
3 Year 8.78% 10.78%
5 Year 14.15% 16.56%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 4.92% 3.21%
3 Year 11.23% 13.99%
5 Year 14.69% 16.96%

Risk Management

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 1.99% 8.82%
Sharp -0.38% 0.6%
Beta 2.61% -3.11%
Alpha 4.48% -0.93%

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Fund Managers

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Name Deepak Agrawal Ritesh Nambiar
Total AUM ₹150749 Cr ₹2329 Cr
Fund Manage 14 3
Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Credit Risk Fund - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 100 100.02

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 12.52 9.53
Sovereign 9.35 17.44
Construction 24.93 9.93
Consumer Staples 7.39 18.9
Capital Goods 8.46 -
Financial 27.91 28.72
Energy 9.44 -
Metals & Mining - 3.98
Automobile - 6.43
Services - 5.09

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