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 06-02-2026

47.315

-0.0533

CAGR Since Inception

7.47%

NIFTY Credit Risk Bond Index B-II 7.18%

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 7.43 8.05 6.84 7.29 7.47
Benchmark - - - - -
Debt: Credit Risk 10.25 8.76 9.21 6.45 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 7.43 7.83 8.05 6.84 7.29
HSBC Credit Risk Fund Reg Gr 01-01-2013 19.73 13.31 10.99 8.55 7.16
DSP Credit Risk Reg Gr 05-05-2003 18.05 12.82 13.8 10.68 7.59
ABSL Credit Risk Reg Gr 05-04-2015 16.69 14.34 11.87 9.85 8.51
Bank of India Credit Risk Reg 27-02-2015 11.51 8.79 7.69 27.14 2.04
ICICI Pru Credit Risk Gr 05-12-2010 9.11 8.59 8.48 7.36 7.87
Invesco India Credit Risk Reg Gr 04-09-2014 8.57 7.91 9.21 6.77 5.71
Nippon India Credit Risk Gr 01-06-2005 8.44 8.39 8.27 8.43 6.03
Kotak Credit Risk Gr 01-05-2010 8.41 7.72 7.73 5.9 6.74
Axis Credit Risk Reg Gr 15-07-2014 8.28 8.18 7.82 6.78 6.81

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 - - - 8.66 2.52
Debt: Credit Risk - - - - - -