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    • SBI Corporate Bond Fund (Growth)
    SBI Mutual Fund

    SBI Corporate Bond Fund (Growth)

    DebtCorporate Bond

    12.4047

    NAV (Sep 21)

    8.5%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in corporate bond mutual funds.

    However, Scripbox does not recommend investing in corporate bond mutual funds.

    Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

    Relative Size

    26,013 Cr. Category leader in size

    Impact of Interest Rate Changes

    High Interest Rate Risk. The impact on fund value is high when interest rates change

    Credit Quality Of Fund's Portfolio

    Low Credit Risk. The fund has a high credit quality compared to other debt funds

    Invest in this fund
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    Short Term Money

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
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      Expert Investing Only, Car, Down Payment

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    chart-amc-about

    Historical NAV

    12.4047

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    5.1%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    8.5%
    6 Month CAGR
    3.3%
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective will be to provide the investors an opportunity to predominantly invest in corporate bonds rated AA+ and above to generate additional spread on part of their debt investments from high quality corporate debt securities while maintaining moderate liquidity in the portfolio through investment in money market securities.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    0.8
    Launched (2y ago)
    Feb 01, 2019
    AUM in Crores
    26012.523
    ISIN
    INF200KA1YM5
    Lock-in
    No Lock-in
    Benchmark
    IISL NIFTY Corporate Bond Index TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Mohit Jain

    Fund Manager

    user-avatar

    Rajeev Radhakrishnan

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

    build-long-item-wealth-img

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only, Car, Down Payment
      Expert Investing Only, Car, Down Payment
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 14,236 cr

    5

    recommended-badge

    ₹ 32,671 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 34,969 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    SBI Funds Management Private Limited

    SBI Funds Management Private Limited manages assets worth 442,621 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

    amc-img

    Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21.3%

    20.4%

    recommended-badge

    6.3%

    7.2%

    top-ranked-badge

    5.1%

    5.8%

    top-ranked-badge

    21.3%

    %

    top-ranked-badge

    5.1%

    5.8%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About SBI Corporate Bond Fund (G)

    About SBI Corporate Bond Fund (G)

    SBI Corporate Bond Fund (G) is a Corporate Bond Debt fund and has delivered an annualised return of 8.5% over a period of 2 years. . The fund is managed by SBI Funds Management Private Limited. The fund managers are Mohit Jain, Rajeev Radhakrishnan

    SBI Corporate Bond Fund (G) Investment Objective

    The investment objective will be to provide the investors an opportunity to predominantly invest in corporate bonds rated AA+ and above to generate additional spread on part of their debt investments from high quality corporate debt securities while maintaining moderate liquidity in the portfolio through investment in money market securities. . However, there is no assurance that the objective of the scheme will be realized.

    SBI Corporate Bond Fund (G) NAV,AUM,Risk

    The SBI Corporate Bond Fund (G) fund was launched on Feb 01, 2019. The NAV (Net Asset Value) of this Corporate Bond Debt fund as of 2021-09-21 is ₹12.40. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹26012.523. The category risk of the SBI Corporate Bond Fund (G) fund is Moderate Risk. The fund charges 0.8 % as expense ratio.

    SBI Corporate Bond Fund (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 88.8% in this asset class. The top three holdings of the fund are , 5.63% govt stock 2026 , air india assets holding limited , 5.22% goi 2025 , net receivable / payable , state bank of india , 4.26% govt stock 2023 , govt stock , power finance corporation limited , housing development finance corporation limited , state bank of india , oil & natural gas corporation limited , reverse repo , national bank for agriculture and rural development , reliance industries limited , reliance industries limited , 6.18% govt stock 2024 , national bank for agriculture and rural development , sundaram finance limited , hindustan petroleum corporation limited , mahindra & mahindra limited , treps , reliance industries limited , larsen and toubro limited , national housing bank , tata capital financial services limited , tata capital housing finance limited , state bank of india , indian railway finance corporation limited , power grid corporation of india limited , reliance industries limited , bank of baroda , mahindra & mahindra financial services limited , sundaram finance limited , housing development finance corporation limited , nabha power limited , summit digitel infrastructure private limited , tata capital limited , 7.35% govt stock 2024 , housing development finance corporation limited , indian railway finance corporation limited , larsen and toubro limited , bharat petroleum corporation limited , rec limited , power finance corporation limited , hdb financial services limited , small industries development bank of india , mahindra & mahindra limited , power finance corporation limited , rec limited , lic housing finance limited , national highways authority of india , indian railway finance corporation limited , national housing bank , reliance jio infocomm limited , housing development finance corporation limited , ntpc limited , tata capital housing finance limited , tata capital financial services limited , oil& natural gas corporation limited , hindustan petroleum corporation limited , small industries development bank of india , housing and urban development corporation limited , 91 dtb 25112021 , 6.10% govt stock 2031 , tata capital limited , housing development finance corporation limited , 8.24% karnataka sdl 2024 , rural electrification corporation limited , reliance industries limited , lic housing finance limited , larsen and toubro limited , state bank of india , 8.00% tamil nadu sdl 2025 , housing development finance corporation limited , 7.32% govt stock 2024 , reliance industries limited , tata capital limited , lic housing finance limited , national highways authority of india , national bank for agriculture and rural development , goi floating rate bond 2024 , 06.69 mp sdl 2025 , lic housing finance limited , kotak mahindra prime limited , power finance corporation limited , power finance corporation limited , india grid trust , housing development finance corporation limited , indian oil corporation limited , small industries development bank of india , reliance jio infocomm limited , larsen and toubro limited , ultratech cement limited , national bank for agriculture and rural development , indian railway finance corporation limited , rec limited , power finance corporation limited , rural electrification corporation limited , housing and urban development corporation limited (hudco) , nabha power limited , export-import bank of india , housing development finance corporation limited , lic housing finance limited , export-import bank of india , rural electrification corporation limited , rural electrification corporation limited , national bank for agriculture and rural development , rural electrification corporation limited , national housing bank , rural electrification corporation limited , reliance industries limited , power finance corporation limited , ntpc limited , national housing bank , rural electrification corporation limited , lic housing finance limited , housing development finance corporation limited , housing development finance corporation limited , 0% goi- 17122024 strips , lic housing finance limited , rural electrification corporation limited , housing and urban development corporation limited , power grid corporation of india limited , national bank for agriculture and rural development , power finance corporation limited , credila financial services private limited , 05.90 ts sdl 2025 , power finance corporation limited , nhpc limited , 08.27% rj sdl spl 2022 , hindustan petroleum corporation limited , export-import bank of india , india grid trust , national highways authority of india , reliance industries limited , national housing bank , rural electrification corporation limited , housing and urban development corporation limited (hudco) , national bank for agriculture and rural development , rural electrification corporation limited , small industries development bank of india , nhpc limited , gail (india) limited , national housing bank , housing development finance corporation limited , housing and urban development corporation limited (hudco) , export-import bank of india , export-import bank of india , export-import bank of india , power grid corporation of india limited , power finance corporation limited , lic housing finance limited , hindustan petroleum corporation limited

    SBI Corporate Bond 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.

    SBI Corporate Bond 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 IISL NIFTY Corporate Bond Index TR INR.

    SBI Corporate Bond Fund (G) Review

    SBI Corporate Bond Fund (G) has a score of 3 on a scale of 5. The fund has a score of 2 out of 5 based on historical performance. As compared to the other funds in its category, SBI Corporate Bond Fund (G) has a score of 5out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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