SBI Corporate Bond Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Corporate Bond Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on February 01, 2019, and falls under the Corporate Bond fund category. It currently manages an AUM of Rs 25,301.38 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.8% for managing the portfolio.

• Investing Strategy:

  The investment objective will be to provide the investors an opportunity to predominantly invest in corporate bonds rated AA+ and above to generate additional spread on part of their debt investments from high quality corporate debt securities while maintaining moderate liquidity in the portfolio through investment in money market securities.

• Performance:

  SBI Corporate Bond Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 8.03% (1 year), 7.39% (3 year) and 5.88% (5 year). The average annual return of this fund stands at 5.96%.