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: 1.55% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,141.74 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - | Exit Load: Nil for 8% of investment and 3% for remaining investment on or before 12M, Nil for 8% of investment and 1.5% for remaining investment after 12M but before 24M, Nil for 8% of investment and 0.75% for remaining investment after 24M but before 36M, Nil after 36M |
49.1925
0.04 (0.0892%)
7.51%
Benchmark: 6.82%
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 | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 8.7 |
| Average Maturity | 2.73 |
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 | 7.23 | 8.06 | 7.86 | 7.1 | 7.22 |
| Bank Of India Credit Risk Fund - Regular Plan | 27-02-2015 | 16.96 | 11.39 | 9.63 | 27.33 | 2.29 |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 05-04-2015 | 12.15 | 14.45 | 12.22 | 10.0 | 8.51 |
| DSP Credit Risk Fund - Regular Plan -Growth | 05-05-2003 | 10.11 | 16.38 | 16.05 | 12.36 | 8.12 |
| ICICI Prudential Credit Risk Fund - Growth | 05-12-2010 | 8.03 | 8.77 | 8.48 | 7.35 | 7.84 |
| Axis Credit Risk Fund - Regular Plan - Growth | 15-07-2014 | 7.81 | 8.47 | 8.06 | 6.92 | 6.77 |
| Nippon India Credit Risk Fund - Growth Plan | 01-06-2005 | 7.12 | 8.51 | 8.22 | 7.26 | 5.95 |
| Kotak Credit Risk Fund - Growth | 01-05-2010 | 7.0 | 7.49 | 7.7 | 5.87 | 6.61 |
| Invesco India Credit Risk Fund - Regular Plan - Growth | 04-09-2014 | 6.94 | 8.63 | 8.53 | 7.25 | 5.7 |
| HDFC Credit Risk Debt Fund - Growth Option | 05-03-2014 | 6.89 | 7.89 | 7.67 | 6.64 | 7.44 |
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%
