SBI Credit Risk Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund

Category: Debt: Credit Risk

Status: Open Ended Schemes

Launch Date: 01-07-2004

Minimum Investment: 5000.0

Asset Class: Fixed Income

Minimum Topup: 1000.0

Benchmark: NIFTY Credit Risk Bond Index B-II

Total Assets: 2175.08 As on (31-12-2025)

Expense Ratio: 1.55% As on (31-12-2025)

Turn over: 81.00% | Exit Load:

NAV as on 31-01-2026

47.1827

0.0086

CAGR Since Inception

7.46%

NIFTY Credit Risk Bond Index B-II 7.15%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Credit Risk Fund - Regular Plan - Growth 7.41 8.01 6.68 7.27 7.46
Benchmark - - - - -
Debt: Credit Risk 10.46 8.79 9.15 6.44 6.8

Funds Manager

Mr. Lokesh Mallya,

RETURNS CALCULATORS for SBI Credit Risk Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Credit Risk Fund - Regular Plan - Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of SBI Credit Risk Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Credit Risk Reg Gr 01-07-2004 7.41 7.78 8.01 6.68 7.27
DSP Credit Risk Reg Gr 05-05-2003 20.42 13.96 14.56 11.08 7.79
HSBC Credit Risk Fund Reg Gr 01-01-2013 19.78 13.33 11.03 8.43 7.15
ABSL Credit Risk Reg Gr 05-04-2015 16.6 14.3 11.83 9.7 8.47
Bank of India Credit Risk Reg 27-02-2015 11.52 8.7 7.68 27.09 2.03
ICICI Pru Credit Risk Gr 05-12-2010 9.13 8.68 8.39 7.29 7.85
Invesco India Credit Risk Reg Gr 04-09-2014 8.76 8.04 9.28 6.65 5.7
Kotak Credit Risk Gr 01-05-2010 8.54 7.77 7.53 5.73 6.71
Nippon India Credit Risk Gr 01-06-2005 8.49 8.4 8.28 8.39 6.01
Axis Credit Risk Reg Gr 15-07-2014 8.24 8.15 7.8 6.7 6.78

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Credit Risk Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Credit Risk Fund - Regular Plan - Growth 1.36 - - - 8.15 2.88
Debt: Credit Risk - - - - - -