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

Morningstar Rating™

Morningstar® Category
Corporate Credit
Total Net Assets (mil)
41,489.18 INR
Morningstar® Benchmark
CRISIL Composite Credit Risk TR INR
Used throughout report
Fund Benchmark
CRISIL Composite Credit Risk PR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M 0.17 2.21 -6.31
6M 2.24 3.95 -6.51
1Y 7.01 10.03 -6.10
3Y* 6.23 7.85 -0.07
5Y* 7.59 8.18 2.94
10Y* 8.54 8.24 5.60
*Annualised Return Data Through 19/05/2020
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2020 2.12 - - -
2019 2.41 -0.06 2.35 1.66
2018 1.75 0.37 1.50 2.44
2017 2.05 2.07 1.90 0.71
2016 2.53 2.36 3.20 2.00
RISK MEASURES
3Y Alpha -1.83
3Y Beta 1.02
3Y R-Squared56.80
3Y Info Ratio -1.46
3Y Beta 1.28
3Y Sharpe Ratio 1.33
3Y Std Dev 1.98
3Y RiskLow
5Y RiskLow
10Y Risk Low
Calculations use CRISIL Short Term Bond Fund TR INR (where applicable)

Morningstar Style BoxTM


Report as of 20 May 2020


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