SBI Corp Bond Fund(Q-IDCW Payout)
Price Chart
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category
Expense RatioExpense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category
Less expense ratio implies better returns over the long term
Return vs FD RatesIf fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD
Fund has not been able to generate better price return than bank FD
Red FlagsWe check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags
Total holdings with red flags is insignificant
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.34 | 7.57 | 4.01 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.43 | 7.42 | 3.63 |
About Corporate Bond Fund
Corporate bond funds invest in bonds that are issued by private sector companies. They have more than 80% allocation in corporate bonds. They are less riskier as they invest in debt instruments.
PeersCompare with peers
HDFC Corp Bond Fund(Q-IDCW Reinv)
ICICI Pru Corp Bond Fund(Q-IDCW Payout)
Aditya Birla SL Corp Bond Fund(M-IDCW Reinv)
Bandhan Corp Bond Fund(IDCW-Reinv)
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY Corporate Bond Index |
Tax Implications
Investment period < 3 years
Gains are added to taxable income and taxed according to the individual's income tax slab
Investment period > 3 years (Investments before 1st April 2023)
Gains are taxed at 20% with indexation benefit
Investment period > 3 years (Investments after 1st April 2023)
With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
AMC profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
117
Total AUM
₹ 5,01,176.72 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category