- Mutual Funds
- SBI Mutual Fund
- SBI Credit Risk Fund Direct Growth
SBI Credit Risk Fund Direct Plan Growth
₹ 47.76
NAV (Mar 17)
These instruments carry a high default risk.
The events of the recent past have shown the impact of poor credit quality on such funds.
SBI Credit Risk Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,50,363
Wealth Gained8,82,975
Total Corpus Created (₹)
With CAGR of 7.703 % in 5 yearsHistorical NAV
₹ 47.7563
NAV (Mar 17)
Fund Returns
Last 1Y | 8.5% |
Last 3Y | 7.8% |
Last 5Y | 7.7% |
Last 10Y | 8.1% |
Since Inception | 8.6% |
6 Month CAGR | 3.8% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 0.89 % |
Launched | - |
AUM in Crores | 2259.3 |
ISIN | INF200K01SV4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Credit Risk Bond Index B-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 1.3 |
Beta | 1.9 |
Sharpe Ratio | 1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Credit Risk Fund Direct (G) | 8,82,975 | 1,50,363 | 7.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Debt Holdings
GOI
9.48%Aadhar Housing Finance Ltd
4.68%Nirma Ltd.
4.6%Infopark Properties Ltd.
4.38%Jindal Stainless Ltd.
3.65%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 4,444 cr | ||
₹ 15,117 cr | ||
₹ 12,517 cr | ||
₹ 55,112 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.8% | 16.2% | ||
7.2% | 8.9% | ||
7.8% | 8.6% | ||
7.1% | 9% | ||
22.1% | 16.2% |
SBI Credit Risk Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,50,363
Wealth Gained8,82,975
Total Corpus Created (₹)
With CAGR of 7.703 % in 5 yearsFrequently Asked Questions
What is the expense ratio for SBI Credit Risk Fund Direct Plan Growth?
What is the current AUM of SBI Credit Risk Fund Direct Growth?
What is the latest NAV of SBI Credit Risk Fund Direct Growth?
What is the Riskometer rating for SBI Credit Risk Fund Direct Plan Growth?
Which are the top sector holdings in SBI Credit Risk Fund Direct Plan?
Which are the top stock holdings in SBI Credit Risk Fund Direct Plan?
What is the asset allocation of SBI Credit Risk Fund Direct Plan Growth?
What has been the performance of SBI Credit Risk Fund Direct Growth returns?
Does SBI Credit Risk Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in SBI Credit Risk Fund Direct Plan Growth?
How to invest in SBI Credit Risk Fund Direct Growth?
How can I redeem my investment in SBI Credit Risk Fund Direct Plan?