SBI Credit Risk Fund - Direct Plan -Growth
Expense Ratio: 0.89
Risk: High
Debt Scheme - Credit Risk Fund
Plan: Direct
Benchmark: NIFTY Credit Risk Bond Index B-II
Inception: 05-07-2004
Exit Load: Nil
Fund Size:₹2,176.94 Cr
Performance
1Y
Fund7.28%
Cat. Avg.7.27%
2Y
Fund8.21%
Cat. Avg.9.52%
3Y
Fund8.39%
Cat. Avg.9.72%
5Y
Fund7.64%
Cat. Avg.8.20%
10Y
Fund7.70%
Cat. Avg.7.27%
SI
Fund8.57%
Cat. Avg.8.23%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Lodha Developers Ltd. | 100.33 | 4.61% |
| 2 | Tata Projects Ltd. | 100.32 | 4.61% |
| 3 | Renew Solar Energy (Jharkhand Five) Pvt. Ltd. | 100.25 | 4.61% |
| 4 | Godrej Seeds & Genetics Ltd. | 99.43 | 4.57% |
| 5 | H.G. Infra Engineering Ltd. | 99.36 | 4.57% |
| 6 | NJ Capital Pvt. Ltd. | 99.17 | 4.56% |
| 7 | 6.68% CGL 2040 | 97.45 | 4.48% |
| 8 | JTPM Metal Traders Ltd. | 96.46 | 4.44% |
| 9 | Eris Lifesciences Ltd. | 85.37 | 3.93% |
| 10 | Renserv Global Pvt Ltd. | 80.07 | 3.68% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 62090 | +3.5% | +7.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.29 L. | +7.7% | +7.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.02 L. | +12.5% | +8.1% |
| 5Y | 08 Nov, 21 | 3 L. | 3.67 L. | +22.3% | +8.2% |
| 10Y | 07 Nov, 16 | 6 L. | 8.93 L. | +48.8% | +7.8% |
| SI | 07 Jan, 13 | 8.30 L. | 14.88 L. | +79.2% | +8.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.07 L. | +7.3% | +7.3% |
| 2Y | 16 Oct, 24 | 1 L. | 1.17 L. | +17.1% | +8.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.27 L. | +27.4% | +8.4% |
| 5Y | 18 Oct, 21 | 1 L. | 1.44 L. | +44.4% | +7.6% |
| 10Y | 17 Oct, 16 | 1 L. | 2.10 L. | +110.0% | +7.7% |
| SI | 03 Jan, 13 | 1 L. | 3.11 L. | +210.9% | +8.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.