Invesco India Credit Risk Fund vs SBI Credit Risk Fund compare

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tortoise-icon SBI Credit Risk Fund - Regular Plan - Growth

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tortoise-icon Invesco India Credit Risk Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Fund SBI Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹2434 Cr ₹141 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jul 2004 04 Sep 2014
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-II NIFTY Credit Risk Bond Index C-III
Turn Over 24% 24%
Expense Ratio 1.55 1.45
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01685 INF205K01I34
Exits Load For units in excess of 8% of the investment, exit load of 3% if redeemed within 12 months, 1.5% if redeemed after 12 months but within 24 months and 0.75% if redeemed after 24 months but within 36 months/365 Exit load of 4%, if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Month 0.64% 0.38%
6 Month 4.35% 3.81%
1 Year 8.11% 7.49%
3 Year 6.68% 6.78%
5 Year 6.95% 6.27%

SIP Return Analysis

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
6 Month - -
1 Year 8.06% 7.25%
3 Year 7.57% 8.1%
5 Year 7.02% 6.83%

Rolling Lumpsum Returns

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
1 Year 7.47% 7%
3 Year 7.05% 4.4%
5 Year 7.57% 4.21%

Risk Management

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Standard Deviation 1.36% 2.7%
Sharp 0.61% 0.26%
Beta 1.96% 3.71%
Alpha 4.75% 8.13%

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Fund Managers

Scheme Name SBI Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth
Name Pradeep Kesavan Krishna Venkat Cheemalapati
Total AUM ₹434274 Cr ₹24743 Cr
Fund Manage 43 19
SBI Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Credit Risk Fund - Regular Plan - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Credit Risk Fund - Regular Plan - Growth

Invesco India Credit Risk Fund - Regular Plan - Growth

Others 7.33 10.46
Sovereign 16.36 28.83
Financial 29.02 14.28
Metals & Mining 6.6 16.49
Capital Goods 1.35 -
Consumer Staples 8.3 14.21
Construction 9.27 -
Services 2.49 -
Materials 3.02 -
Communication 1.03 -
Automobile 2.04 3.58
Diversified 2.43 -
Energy 7.72 12.12
Consumer Discretionary 3.04 -
Textiles - 0.03

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