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Value Research Rating
As on 22-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
SBI Credit Risk Fund - Direct Plan
|
|
|
Moderately High
|
Please wait... |
0.90 |
|
|
|
High
|
Please wait... |
0.91 |
||
|
|
Moderately High
|
Please wait... |
0.68 |
||
|
|
Moderately High
|
Please wait... |
0.86 |
||
 |
|
Moderately High
|
Please wait... |
0.95 |
1 min read
1 min read•By News Desk
SBI Credit Risk Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in corporate bonds rated AA and below.
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Credit Risk Fund - Direct Plan fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Credit Risk Fund - Direct Plan is ₹42.3968 as of 24-Sep-2023.
The AUM of SBI Credit Risk Fund - Direct Plan Fund is ₹2,734 Cr as of 31-Aug-2023
The riskometer level of SBI Credit Risk Fund - Direct Plan is Moderately High. See More
| Company | Percentage of Portfolio |
|---|---|
|
Sembcorp Energy India Ltd CP 364-D 29/12/2023 |
4.81
|
|
GOI Sec 7.26 22/08/2032 |
4.59
|
|
Aadhar Housing Finance Ltd Debenture 8.50 26/05/2026 |
4.46
|
|
Jindal Stainless Ltd Debenture 7.73 24/05/2025 |
3.22
|
|
Avanse Financial Services Ltd SR 26 RR Debenture 29/05/2026 |
2.93
|
As of 31-Aug-2023, SBI Credit Risk Fund - Direct Plan had invested 90.02% in Debt, 8.15% in Cash & Cash Eq. and 1.83% in Real Estate See More
SBI Credit Risk Fund - Direct Plan is 10 years 8 months old. It has delivered 8.65% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
8.99%
|
6.97%
|
7.59%
|
7.49%
|
8.54%
|
8.65%
|
The minimum SIP amount of SBI Credit Risk Fund - Direct Plan is ₹500.
No, There is no lock in period in SBI Credit Risk Fund - Direct Plan.
The expense ratio of SBI Credit Risk Fund - Direct Plan is 0.90%.
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