SBI Credit Risk Fund Growth-0.02%

4Groww
6.49%
1 Year Return
Debt
Credit Risk
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Credit Risk Fund Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.55%
NAV30.89 (06 Dec 2019)
Fund Started19 Jul 2004
Fund Size5,155 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Credit Risk Fund Growth
6.5%
6.2%
7.9%
7.6%
Category Average
0.6%
4.1%
7.2%
-
Rank within category
6
6
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 6.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bharat Aluminium Co. Ltd.MetalsNCD3.8%
    Sadbhav Engineering Ltd.ConstructionDebenture3.7%
    Embassy Office Parks REITConstructionNCD3.6%
    Tata Realty and Infrastructure Ltd.ConstructionDebenture3.5%
    Nirma Ltd.FMCGDebenture3.2%
    Sterlite Power Grid Ventures Ltd.EngineeringDebenture2.9%
    Tata Realty and Infrastructure Ltd.ConstructionZCB2.7%
    L&T Vadodara Bharuch Tollway Ltd.ConstructionDebenture2.5%
    Pune Solapur Expressways Pvt Ltd.ConstructionDebenture2.5%
    TMF Holdings Ltd.FinancialZCB2.5%
    See All

    Fund Managers

    addLokesh Mallya
    Education
    Mr. Mallya is MBA and FRM.
    Experience
    Prior to SBI Mutual Fund, he has worked with Aditya Birla Sun Life AMC as fund manager (Sept 2009-Sept 2014) and as Credit Analyst (July 2006 - Aug 2009).
    Funds Managed

    Other Details

    SBI Credit Risk Fund Growth is a Debt Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 19 Jul 2004. Lokesh Mallya, Mansi Sajeja is the Current Fund Manager of SBI Credit Risk Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹5,155 Cr and the Latest NAV as of 06 Dec 2019 is ₹30.89.

    The SBI Credit Risk Fund Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 8% of the investment, exit load of 3% if redeemed within 12 months, 1.5% if redeemed after 12 months but within 24 months and 0.75% if redeemed after 24 months but within 36 months.

    Investment Objective

    The Objective of the Scheme is to provide investors an opportunity to earn returns that would be higher than the returns offered by comparable investments in debt and money market securities. The MIF FRP STP and MIF FRP LTP Plans endeavors to mitigate interest rate risk and seek to generate regular returns.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 8% of the investment, exit load of 3% if redeemed within 12 months, 1.5% if redeemed after 12 months but within 24 months and 0.75% if redeemed after 24 months but within 36 months
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    28 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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