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 Moderately High Moderately High
Asset Size (Cr) ₹753 Cr ₹325 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 1.64
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 0.25% 0.66%
6 Month 2.62% 4.33%
1 Year 7.02% 8%
3 Year 4.69% 6.08%
5 Year 5.29% 0.94%

SIP Return Analysis

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.54% 8.03%
3 Year 6.09% 7.03%
5 Year 5.44% 7.85%

Rolling Lumpsum Returns

Scheme Name Kotak Credit Risk Fund - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 7.58% 6.85%
3 Year 7.66% 7.43%
5 Year 8.22% -1.34%

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 89.99 100.01
Mid Cap 4.35 -
Small Cap 5.66 -

Sector Allocation

Scheme Name

Kotak Credit Risk Fund - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 89.99 12.93
Realty 6.78 -
Construction 3.23 9.85
Sovereign - 16.16
Financial - 29.74
Consumer Staples - 15.01
Metals & Mining - 3.97
Automobile - 6.41
Materials - 0.89
Services - 5.05

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