SBI Credit Risk Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Credit Opportunities
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 5367.52
Expense Ratio
0.82%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 264353
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
29 Jun 1987
Sponsor
NA
Email
partnerforlife@sbimf.com
Phone
022 - 61793000
Address
191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
For units in excess of 8% of the investment, exit load of 3% if redeemed within 12 months, 1.5% if redeemed after 12 months but within 24 months and 0.75% if redeemed after 24 months but within 36 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
This product is suitable for investors who are seeking
• Regular income for medium term
• Investment in Debt/Money Market/ Corporate Bonds/ Government securities.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,133
Portfolio Value
₹133
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.