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  • SBI Credit Risk Fund (Growth)

Formerly SBI Corporate Bond Fund Reg Gr

SBI Mutual Fund

SBI Credit Risk Fund (Growth)

DebtCredit Risk
Top Ranked

41.2344

NAV (Apr 16)

6.3%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within credit risk mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

41.2344

NAV (Apr 16)

Fund Returns

Last 1Y
6.9%
Last 3Y
6.3%
Last 5Y
6.6%
Last 10Y
7.7%
Since Inception
7.4%
6 Month CAGR
3.6%

Scheme Information

Investment Objective

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 (20y ago)
Jul 19, 2004
AUM in Crores
2506.120
ISIN
INF200K01685
Lock-in
No Lock-in
Benchmark
CRISIL Credit Risk Debt B-II TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.3
Standard Deviation (5yr)
1.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.69
Sharpe Ratio (5yr)
0.729
YTM
8.49
Fund Managers

Lokesh Mallya

Fund Manager

Mohit Jain

Fund Manager

Pradeep Kesavan

Fund Manager

Adesh Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Credit Risk Fund (Growth)70%8,59,104 1,26,4926.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-04-16

Top Debt Holdings

7.16% govt stock 2050

5%
5%

aadhar housing finance limited

4.9%
4.9%

nirma limited

4.6%
4.6%

7.18% govt stock 2033

4.2%
4.2%

aarti industries limited

4%
4%
See all holdings

Allocation by Sector

industrials

2.2%
2.2%
See all sectors

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 633,964 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.1%

6.5%

22.1%

17.8%

25.5%

16.3%

15.7%

12.1%

27.6%

13.4%

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 19 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 Adesh Sharma, Lokesh Mallya, Mohit Jain, Pradeep Kesavan.

Nav of SBI Credit Risk Fund (G) as of 4/16/2024 is ₹41.23 with the total AUM as of 4/18/2024 is ₹2506.12. 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 CRISIL Credit Risk Debt B-II TR INR.

SBI Credit Risk Fund (G) is rated as a 4 fund in Debt and delivered 6.9% 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)?

SBI Credit Risk Fund (G) is a Credit Risk Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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.