SBI Credit Risk Fund - Regular Plan - Growth
Fund House: SBI Mutual Fund| Category: Debt: Credit Risk |
| Launch Date: 01-07-2004 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Credit Risk Bond Index B-II |
| TER: 1.5% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,190 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: - |
46.9273
0.08 (0.1779%)
7.51%
Benchmark: 7.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 11 Months
19 Years 4 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide the investors an opportunity to predominantly invest in corporate bonds rated AA and below (excluding AA+ rated corporate bonds) so as to generate attractive returns while maintaining moderate liquidity in the portfolio through investment in money market securities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.36 |
| Sharpe Ratio | 0.61 |
| Alpha | 4.75 |
| Beta | 1.96 |
| Yield to Maturity | 8.09 |
| Average Maturity | 4.28 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Credit Risk Fund - Regular Plan - Growth | 01-07-2004 | 8.46 | 8.17 | 8.21 | 6.78 | 7.33 |
| DSP Credit Risk Fund - Regular Plan -Growth | 05-05-2003 | 21.57 | 14.39 | 14.76 | 11.11 | 7.88 |
| HSBC Credit Risk Fund - Regular Growth | 01-01-2013 | 20.66 | 13.62 | 11.17 | 8.39 | 7.18 |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 05-04-2015 | 13.77 | 12.76 | 10.77 | 9.33 | 8.18 |
| Invesco India Credit Risk Fund - Regular Plan - Growth | 04-09-2014 | 9.6 | 8.38 | 9.39 | 6.54 | 5.76 |
| ICICI Prudential Credit Risk Fund - Growth | 05-12-2010 | 9.41 | 9.01 | 8.44 | 7.32 | 7.84 |
| Nippon India Credit Risk Fund - Growth Plan | 01-06-2005 | 9.32 | 8.72 | 8.4 | 8.57 | 6.06 |
| Kotak Credit Risk Fund - Growth | 01-05-2010 | 8.95 | 8.2 | 7.59 | 5.81 | 6.78 |
| Axis Credit Risk Fund - Regular Plan - Growth | 15-07-2014 | 8.88 | 8.44 | 7.94 | 6.78 | 6.82 |
| Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option | 23-01-2015 | 8.35 | 8.27 | 7.92 | 9.47 | 7.67 |
Scheme Characteristics
Minimum investment in corporate bonds - 65% of total assets (investment in below highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
