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SBI Credit Risk Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.89 | 8.61 | 4.91 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.13 | 8.16 | 5.93 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.75% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY Credit Risk Bond Index |
About Credit Risk Fund
Credit risk funds are the debt funds which majorly lend money to low rated companies. The companies have to pay higher interest for their low rating which makes the fund more riskier as compared to other debt funds.
Peers & Comparison
DebtCredit Risk Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI Credit Risk Fund | 8.69% | 7.36% | 8.62% |
| HDFC Credit Risk Debt Fund | 9.00% | 6.76% | 8.82% |
| ICICI Pru Credit Risk Fund | 9.40% | 7.50% | 8.90% |
| Nippon India Credit Risk Fund | 9.06% | 7.33% | 7.39% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 7.23% CGL 20393M change : 6.36 %|
Holdings
8.49 %
6.36 % - Aadhar Housing Finance Ltd.3M change : 0.17 %|
Holdings
4.86 %
0.17 % - Nirma Ltd.3M change : 0.20 %|
Holdings
4.80 %
0.20 %
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,66,031.90 Cr.
Fund Manager Profile
Lokesh Mallya
AUM: ₹10,795.95 Cr.
|
Exp: 5yrs
Adesh Sharma
AUM: ₹4,107.29 Cr.
|
Exp: 14yrs
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%