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  • SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M)

Formerly SBI Corporate Bond Reg Mn DR

SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M)

SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M)

DebtCorporate Bond

11.5904

NAV (Jul 23)

6.9%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

29,405 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

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Short Term Money

Short Term Money

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

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Scheme Information

Investment Objective

The investment objective of the scheme is 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 guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn't assure or guarantee any returns.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
0.79 %
Launched (2y ago)
Feb 01, 2019
AUM in Crores
₹ 29,405
ISIN
INF200KA1YO1
Lock-in
No Lock-in
Benchmark
IISL NIFTY Corporate Bond Index TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Mohit Jain

Fund Manager

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Rajeev Radhakrishnan

Fund Manager

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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.

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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

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 399,510 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.

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SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

₹ 16,856 Cr

Fund Size

16.20%

5 Year CAGR

5 Y CAGR

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

₹ 12,142 Cr

Fund Size

6.50%

3 Year CAGR

3 Y CAGR

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Diversified

Top Ranked

₹ 16,856 Cr

Fund Size

16.20%

5 Year CAGR

5 Y CAGR

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (RIDCW-W)

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (RIDCW-W)

Ultra Short

Top Ranked

₹ 12,142 Cr

Fund Size

5.20%

3 Year CAGR

3 Y CAGR

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (D-W)

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (D-W)

Ultra Short

Top Ranked

₹ 12,142 Cr

Fund Size

5.20%

3 Year CAGR

3 Y CAGR

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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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 Inc Dist cum Cap Wdrl (RIDCW-M)

About SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M)

SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) is a corporate bond debt fund and has delivered an annualised return of 6.9% over a period of 2 years .The fund was previously known as SBI Corporate Bond Reg Mn DR.The fund is managed by SBI Funds Management Private Limited.The fund managers are Mohit Jain, Rajeev Radhakrishnan

SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) Investment Objective

The investment objective of the scheme is 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 guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn't assure or guarantee any returns. However, there is no assurance that the objective of the scheme will be realized.

SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) NAV,AUM,Risk

The SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund was launched on Feb 01, 2019. The NAV (Net Asset Value) of this corporate bond debt as of 2021-07-23 is ₹ 11.5904. The total AUM (Asset Under Management) of the fund as of 2021-07-26 is ₹ 29404.480. The category risk of the SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund is Moderate Risk. The fund charges 0.79 % as expense ratio.

SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) Holdings

The fund’s highest allocation is towards debt and has invested 87.5% in this asset class. The top three holdings of the fund are national bank for agriculture and rural development,air india assets holding limited and state bank of india

SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) 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 Inc Dist cum Cap Wdrl (RIDCW-M) 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 Inc Dist cum Cap Wdrl (RIDCW-M) Review

SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, SBI Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 5 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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