SBI Credit Risk Fund Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Regular income for medium term

• Investment in Debt/Money Market/ Corporate Bonds/ Government securities.

Fund Info

Scheme Class	Debt
Scheme Category	Credit Risk
Benchmark Type	Crisil Liquid Fund Index
Expense Ratio	0.82%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 5,239
AMC AUM (in Crs.)	₹ 2,83,807
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Baroda Credit Risk Fund - Direct Plan	1000	5000	6.59%
DHFL Pramerica Credit Risk Fund - Direct Plan	1000	1000	6.21%
Kotak Credit Risk Fund - Direct Plan	1000	1000	7.89%
UTI Credit Risk Fund - Direct Plan	1000	1000	3.38%

Top 10 Holdings

Company	Holding Type	Asset(%)
SADBHAV ENGINEERING LIMITED	Bond - Corporate Bond	4
EMBASSY OFFICE PARKS REIT	Bond - Corporate Bond	3
STERLITE POWER GRID VENTURES LIMITED	Bond - Corporate Bond	3
Bharat Aluminium Company Limited	Bond - Corporate Bond	3
Tata Realty And Infrastructure Limited	Bond - Corporate Bond	3
Net Receivable / Payable	Cash - Collateral	3
L & T Vadodara Bharuch Tollway Limited	Bond - Corporate Bond	2
Pune Solapur Expressways Pvt. Ltd	Bond - Corporate Bond	2
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	2
Muthoot Finance Limited	Bond - Corporate Bond	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	94
Cash - Collateral	3
Cash - Repurchase Agreement	2
Cash - Commercial Paper	1

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	94
Cash - Collateral	3
Cash - Repurchase Agreement	2
Cash - Commercial Paper	1

SBI Mutual Fund

AUM

₹2,83,807 Cr

About

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

partnerforlife@sbimf.com

Phone

18002093333

Address

191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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