SBI Credit Risk Fund Regular Plan Growth
Medium
Risk
Debt
Other
+
6.32
%
6.32
%
3Y annualised
+
0.04
%
0.04
%
1D
1M
6M
1Y
3Y
All
Fund size
2557
NAV:
Mar 7, 2024
40.9807
Sector
Tech
Type
Debt
Launched
Jul 2004
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
8.66
%
7.26% Govt Stock 2032
4.93
%
Aadhar Housing Finance Limited
4.75
%
Nirma Limited
4.5
%
Jindal Stainless Limited
3.43
%
Avanse Financial Services Limited
3.13
%
Ongc Petro Additions Limited
2.94
%
Nuvoco Vistas Corporation Limited
2.91
%
JSW Steel Limited
2.9
%
Godrej Industries Limited
2.89
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 3.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 36.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Credit Risk Fund Regular Plan Growth
More details
Investment objective
To provide the investors an opportunity to predominantly invest in corporate bonds rated AA and below(excluding AA+ rated corporate bonds) so as to generate attractive returns while maintaining moderate liquidity in the portfolio through investment in money market securities.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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