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SBI Credit Risk Fund - Regular Plan - Growth

Category: Debt: Credit Risk Launch Date: 01-07-2004
AUM:

₹ 2,190 Cr

Expense Ratio

1.5%

Benchmark

NIFTY Credit Risk Bond Index B-II

ISIN

INF200K01685

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Mr. Lokesh Mallya,

Fund Performance 1Y (%) 3Y (%) 5Y (%)
SBI Credit Risk Fund - Regular Plan - Growth 8.32 8.17 6.75
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
46.826
Last change
-0.01 (-0.0284%)
Fund Size (AUM)
₹ 2,190 Cr
Performance
7.5% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Mr. Lokesh Mallya,
Riskometer
High

Top 10 Holdings

Company Holdings (%)
6.92% GOI 2039 (18-NOV-2039) 6.86
Aadhar Housing Finance Ltd. 5.14
Infopark Properties Ltd. 4.83
Renew Solar Energy (Jharkhand Five) Pvt. Ltd. 4.78
H.G. Infra Engineering Ltd. 4.58
NJ Capital Pvt. Ltd. 4.55
JTPM Metal Traders Ltd. 4.19
Sandur Manganese & Iron Ores Ltd. 3.74
Avanse Financial Services Ltd. 3.67
Renserv Global Pvt Ltd. 3.65

Sector Allocation

Sector Holdings (%)

Peer Comparison

Scheme Name 5Y (%)
SBI Credit Risk Reg Gr 6.75
DSP Credit Risk Reg Gr 11.1
HSBC Credit Risk Fund Reg Gr 7.45
ABSL Credit Risk Reg Gr 9.34
Invesco India Credit Risk Reg Gr 6.54
ICICI Pru Credit Risk Gr 7.31
Nippon India Credit Risk Gr 8.58
Kotak Credit Risk Gr 5.83
Axis Credit Risk Reg Gr 6.79
Baroda BNP Paribas Credit Risk Fund Reg Gr 9.48