- Mutual Funds
- SBI Mutual Fund
- SBI Credit Risk Fund (Growth)
Formerly SBI Corporate Bond Fund Reg Gr
SBI Credit Risk Fund (Growth)
₹ 37.8248
NAV (Mar 29)
Credit Risk Funds are mandated to invest more than 65% of the portfolio in Corporate Bonds rated AA or below.
These instruments carry a high default risk.
The events of the recent past have shown the impact of poor credit quality on such funds.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 37.8248
NAV (Mar 29)
Fund Returns
Last 1Y | 4.7% |
Last 3Y | 6.1% |
Last 5Y | 6.3% |
Last 10Y | 7.9% |
Since Inception | 7.4% |
6 Month CAGR | 3.1% |
Scheme Information
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 | 1.55 |
Launched (19y ago) | Jul 19, 2004 |
AUM in Crores | 2772.338 |
ISIN | INF200K01685 |
Lock-in | No Lock-in |
Benchmark | NIFTY Credit Risk Bond TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.8 |
Standard Deviation (5yr) | 1.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.765 |
Sharpe Ratio (5yr) | 0.635 |
YTM | 8.33 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Credit Risk Fund (Growth) | 852,757 | 120,145 | 6.3% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
treps
8.8%7.26% govt stock 2032
7.2%sembcorp energy india limited
4.5%godrej & boyce manufacturing company limited
4.4%l&t metro rail (hyderabad) limited
4.4%Compare SBI Credit Risk Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 49,144 cr | ||
₹ 13,831 cr | ||
₹ 18,485 cr | ||
₹ 12,884 cr | ||
₹ 49,144 cr |
About the AMC
SBI Funds Management Ltd
SBI Funds Management Ltd manages assets worth 478,341 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.8% | 18% | ||
5.5% | 6.8% | ||
3.8% | 6.5% | ||
31.9% | 16.9% | ||
33% | 14.3% |
SBI Credit Risk Fund (G) Review
SBI Credit Risk Fund (G) is a Credit Risk Debt fund and has delivered an annualised return of 7.4% over a period of 18 years. The fund was previously known as SBI Corporate Bond Fund Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Lokesh Mallya, Mohit Jain.
Nav of SBI Credit Risk Fund (G) as of 3/29/2023 is ₹37.82 with the total AUM as of 3/30/2023 is ₹2772.338. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Credit Risk Fund (G) was launched on Jul 19, 2004. The category risk of the fund is High Risk.
The minimum SIP amount for SBI Credit Risk Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
SBI Credit Risk Fund (G) 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.
SBI Credit Risk Fund (G) is rated as a 4 fund in Debt and delivered 4.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Credit Risk Fund (G).
Frequently Asked Questions
What is SBI Credit Risk Fund (G)?
How to invest in SBI Credit Risk Fund (G)?
You can invest in SBI Credit Risk Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Credit Risk Fund (G)?
The minimum sip amount for SBI Credit Risk Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Credit Risk Fund (G) good to invest in?
As per Scripbox experts, SBI Credit Risk Fund (G) is a Top Ranked fund. You can investSBI Credit Risk Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Credit Risk Fund (G)?
The expense ratio of the SBI Credit Risk Fund (G) is 1.55% for regular plan.