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 (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,134.16 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: - |
48.1495
0.06 (0.1192%)
7.45%
Benchmark: 6.9%
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 | 8.58 |
| Average Maturity | 2.37 |
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 | 5.93 | 7.36 | 7.32 | 6.74 | 7.12 |
| BANK OF INDIA Credit Risk Fund - Regular Plan | 27-02-2015 | 16.54 | 11.07 | 9.46 | 27.45 | 2.34 |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 05-04-2015 | 11.01 | 14.23 | 11.64 | 9.67 | 8.4 |
| DSP Credit Risk Fund - Regular Plan -Growth | 05-05-2003 | 9.16 | 15.57 | 15.45 | 11.94 | 8.0 |
| ICICI Prudential Credit Risk Fund - Growth | 05-12-2010 | 6.93 | 8.26 | 8.05 | 7.09 | 7.76 |
| Nippon India Credit Risk Fund - Growth Plan | 01-06-2005 | 6.41 | 8.05 | 7.87 | 8.26 | 5.88 |
| Axis Credit Risk Fund - Regular Plan - Growth | 15-07-2014 | 6.38 | 7.83 | 7.51 | 6.57 | 6.65 |
| Kotak Credit Risk Fund - Growth | 01-05-2010 | 5.8 | 7.06 | 7.17 | 5.57 | 6.52 |
| Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option | 23-01-2015 | 5.59 | 7.47 | 7.43 | 8.28 | 7.42 |
| HDFC Credit Risk Debt Fund - Growth Option | 05-03-2014 | 5.47 | 7.36 | 7.13 | 6.37 | 7.35 |
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%
