UTI Credit Risk Fund vs SBI Credit Risk Fund compare

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tortoise-icon SBI 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 SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Fund SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹2311 Cr ₹325 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 16 Jul 2004 19 Nov 2012
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-II CRISIL Credit Risk Fund CII Index
Turn Over 24% 78%
Expense Ratio 1.55 1.64
Manager Pradeep Kesavan Ritesh Nambiar
ISIN Code INF200K01685 INF789F01QZ1
Exits Load 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 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 SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Month 0.75% 0.66%
6 Month 3.95% 4.33%
1 Year 8.12% 8%
3 Year 6.77% 6.08%
5 Year 7.08% 0.94%

SIP Return Analysis

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.94% 8.03%
3 Year 7.63% 7.03%
5 Year 7.04% 7.85%

Rolling Lumpsum Returns

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
1 Year 7.47% 6.85%
3 Year 7.05% 7.43%
5 Year 7.57% -1.34%

Risk Management

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Standard Deviation 1.36% 8.82%
Sharp 0.61% 0.6%
Beta 1.96% -3.11%
Alpha 4.75% -0.93%

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Fund Managers

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Ritesh Nambiar
Total AUM ₹434274 Cr ₹2329 Cr
Fund Manage 43 3
SBI Credit Risk Fund - Regular Plan - Growth UTI Credit Risk Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Credit Risk Fund - Regular Plan - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 97.3 100.01
Small Cap 2.7 -

Sector Allocation

Scheme Name

SBI Credit Risk Fund - Regular Plan - Growth

UTI Credit Risk Fund - Regular Plan - Growth Option

Others 97.3 12.93
Transport Infrastructure 2.7 -
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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