UTI Credit Risk Fund vs Kotak Credit Risk Fund compare
Kotak Credit Risk Fund - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderately High | Moderately High |
Asset Size (Cr) | ₹734 Cr | ₹302 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 11 May 2010 | 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 | 78% | 78% |
Expense Ratio | 1.71 | 1.68 |
Manager | Deepak Agrawal | Ritesh Nambiar |
ISIN Code | INF174K01DY7 | INF789F01QZ1 |
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 | 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 | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.33% | 1.21% |
6 Month | 3.74% | 3.97% |
1 Year | 6.89% | 8.34% |
3 Year | 5.24% | 6.55% |
5 Year | 5.58% | 7.37% |
SIP Return Analysis
Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.03% | 2.2% |
1 Year | 6.52% | 8.18% |
3 Year | 6.88% | 7.44% |
5 Year | 5.8% | 8.31% |
Rolling Lumpsum Returns
Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.56% | 6.96% |
3 Year | 7.61% | 7.38% |
5 Year | 7.91% | -1.3% |
Risk Management
Scheme Name | Kotak Credit Risk Fund - Growth | UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.09% | 0.979% |
Sharp | -0.741% | -0.256% |
Beta | 1.363% | 0.715% |
Alpha | -1.348% | -0.172% |
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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 |
Funds Managed | 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 |
Sector Allocation
Scheme Name |
Kotak Credit Risk Fund - Growth |
UTI Credit Risk Fund - Regular Plan - Growth Option |
---|---|---|
Others | 97.82 | 100 |
Real Estate | 2.18 | - |
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