SBI Credit Risk Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of SBI Credit Risk Fund (IDCW) (2033) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Credit Risk Fund (IDCW)
SBI Funds Management Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
SBI Credit Risk Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Gsec2039 | Govt. Securities | 6.89% |
| Aadhar Housing Finance Ltd | Finance - Housing - Large | 5.09% |
| Nirma | Debt Others | 5.03% |
| Infopark Proper. | Debt Others | 4.78% |
| Renew Solar Ener | Debt Others | 4.78% |
| N J Indiainvest | Debt Others | 4.49% |
| Godrej Seeds & G | Debt Others | 4.48% |
| ERIS Lifesciences Ltd | Pharmaceuticals - Indian - Formulations | 3.89% |
| Yes Bank Ltd | Banks - Private Sector | 3.80% |
| Sandur Manganese & Iron Ores Ltd | Mining / Minerals | 3.73% |
Compare against Credit Risk Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Credit Risk Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Credit Risk Fund category
SBI Credit Risk Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Credit Risk Fund - Direct (Disc) | ₹2208.51 | 6.15% | 10.72% | 10.38% |
| Invesco India Credit Risk Fund - Direct (G) | ₹2192.15 | 6.15% | 10.72% | 10.39% |
| Invesco India Credit Risk Fund (G) | ₹1962.80 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund (Discretionary) | ₹1962.19 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund (IDCW-M) | ₹1441.52 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund - Direct (IDCW-M) | ₹1183.20 | 6.11% | 9.80% | 9.99% |
| DSP Credit Risk Fund - Direct (G) | ₹55.12 | 12.83% | 22.81% | 15.44% |
| SBI Credit Risk Fund - Direct (G) | ₹50.46 | 4.84% | 8.89% | 8.66% |
| DSP Credit Risk Fund (G) | ₹50.38 | 12.40% | 21.88% | 14.54% |
| SBI Credit Risk Fund (G) | ₹46.64 | 4.49% | 8.18% | 7.96% |
Category Average Returns
Lokesh Mallya
A seasoned investment professional with over 21 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.