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Scheme Information
Investment Objective
The investment objective of the Scheme is to generate regular income and opportunities for capital appreciation by investing predominantly in AA and below rated corporate bonds across maturity spectrum. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
IDBI Asset Management Limited manages assets worth 4,399 crores and was set up on 25 January 2010. It's current offering of mutual fund schemes includes 40 equity,35 debt and 8 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About IDBI Credit Risk Fund (G)
About IDBI Credit Risk Fund (G)
IDBI Credit Risk Fund (G) is a credit risk debt fund and has delivered an annualised return of 4.1% over a period of 7 years .The fund was previously known as IDBI Corporate Debt Opptys Reg Gr.The fund is managed by IDBI Asset Management Limited.The fund manager’s name is Bhupesh Kalyani.
IDBI Credit Risk Fund (G) Investment Objective
The investment objective of the Scheme is to generate regular income and opportunities for capital appreciation by investing predominantly in AA and below rated corporate bonds across maturity spectrum. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved. However, there is no assurance that the objective of the scheme will be realized.
IDBI Credit Risk Fund (G) NAV,AUM,Risk
The IDBI Credit Risk Fund (G) fund was launched on Mar 03, 2014. The NAV (Net Asset Value) of this credit risk debt as of 2021-07-28 is ₹ 13.4884. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 41.098. The category risk of the IDBI Credit Risk Fund (G) fund is Moderately High risk.
The fund charges 1.35 % as expense ratio.
IDBI Credit Risk Fund (G) Holdings
The fund’s highest allocation is towards debt and has invested 95.2% in this asset class. The top three holdings of the fund are punjab national bank,182 dtb 23122021 and jsw steel limited
IDBI Credit Risk Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
IDBI Credit Risk Fund (G) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Credit Risk Bond TR INR.
IDBI Credit Risk Fund (G) Review
IDBI Credit Risk Fund (G) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, IDBI Credit Risk Fund (G) has a score of 1 out of 5.
The credit risk of the fund is 2 out of 5 as compared to other debt funds.
