SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH

(Erstwhile SBI Corporate Bond Fund - Regular Plan - Growth)

Category: Debt: Credit Risk
Launch Date: 14-07-2004
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Fund Index
Expense Ratio: 1.67% As on ( 31-10-2018)
Status: Open Ended Schemes(Debt Scheme - Credit Risk Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,385.47 Cr As on ( 30-11-2018)
Turn over: 0.0
NAV as on 12-12-2018

29.011

0.03 ( 0.0903% )

CAGR Since Inception

7.67%

PERFORMANCE of SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH 5.56 7.82 8.75 8.34 7.67
Benchmark - - - - -
Debt: Credit Risk 4.79 7.56 8.5 7.59 7.66

Yearly Performance (%)

Fund Managers

Mr. Lokesh Mallya, Ms.. Mansi Sajeja

Mr. Mallya is MBA and FRM. He has over 10 years of experience in research in the Indian fixed income market and fund management. Prior to this, has been with Aditya Birla Sun Life AMC as fund manager (Sept 2009-Sept 2014) and as Credit Analyst (July 2006 - Aug 2009).

Investment Objective

The scheme will actively manage a portfolio of good quality corporate debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders.

RETURNS CALCULATOR for SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH 1.41 4.75 -1.84 1.18 8.23 2.79
Debt: Credit Risk - - - - - -

PEER COMPARISION of SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH 14-07-2004 5.56 6.36 7.82 8.75 8.34
Franklin India Credit Risk Fund - Growth 07-12-2011 7.45 8.06 8.35 9.21 0.0
Sundaram Short Term Credit Risk Fund-Appreciation 19-07-2002 6.67 6.66 6.82 8.02 6.33
Baroda Credit Risk Fund -Plan B-Growth Option 08-01-2015 6.37 8.22 9.76 0.0 0.0
Principal Credit Risk Fund - Regular Plan - Growth Option 14-09-2004 6.16 6.87 7.43 8.21 7.69
ICICI Prudential Credit Risk Fund - Growth 03-12-2010 6.05 6.57 7.62 8.56 0.0
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 01-04-2015 5.93 7.11 8.3 0.0 0.0
Kotak Credit Risk Fund - Growth 11-05-2010 5.54 6.11 7.72 8.59 0.0
Baroda Credit Risk Fund -Plan A -Growth Option 23-01-2015 5.37 7.02 8.52 0.0 0.0
Reliance Credit Risk Fund - Growth Plan 08-06-2005 5.28 6.33 7.67 8.49 8.09

PORTFOLIO ANALYSIS of SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH

Asset Allocation (%)

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