Mutual Funds
SBI Credit Risk Fund Regular Plan Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Corporate Credit
Total Net Assets (mil)
27,720.97 INR
Morningstar® Benchmark
Not Categorized
Used throughout report
Fund Benchmark
NIFTY Credit Risk Bond TR INR


TRAILING RETURNS (%) FUND CATEGORY
3M 1.65 1.54
6M 5.09 3.59
1Y 8.15 6.62
3Y* 6.28 9.56
5Y* 6.82 4.25
10Y* 7.98 6.03
*Annualised Return Data Through 25/07/2023
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2023 1.51 3.37 - -
2022 1.09 -0.02 1.55 1.58
2021 0.50 1.73 1.86 0.78
2020 2.12 2.20 2.16 2.95
2019 2.41 -0.06 2.35 1.66
RISK MEASURES
3Y Alpha 1.30
3Y Beta 0.84
3Y R-Squared 64.08
3Y Info Ratio 1.32
3Y Tracking Error 0.95
3Y Sharpe Ratio 1.18
3Y Std Dev 1.58
3Y Risk bel avg
5Y Risk Low
10Y Risk Low

Morningstar Style BoxTM



* Report as of 26 Jul 2023


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