Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.22 | 7.31 | 6.01 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.44 | 7.45 | 5.39 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.15% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty CPSE Bond Plus SDL Sep 2026 50:50 Index |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund(IDCW) | 7.80% | — | 5.85% |
HDFC Corp Bond Fund(Q-IDCW Reinv) | 0.94% | -0.51% | 0.21% |
ICICI Pru Corp Bond Fund(Q-IDCW Payout) | -1.03% | 0.03% | 3.48% |
Aditya Birla SL Corp Bond Fund(M-IDCW Reinv) | 1.41% | 0.46% | 0.71% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Debt
Others
Holdings
8.59 %
Holdings
4.87 %
Holdings
4.73 %
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
105
Total AUM
₹ 7,62,429.66 Cr.
Ranjana Gupta
AUM: ₹24,336.66 Cr.
|
Exp: 21yrs
Tejas Soman
AUM: ₹32,332.42 Cr.
|
Exp: 8yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data