SBI Credit Risk Fund Direct Growth+0.01%

9.81%
1 Year Return
Debt
Credit Risk
4.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Credit Risk Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.93%
NAV35.23 (29 Oct 2020)
Fund Started02 Jan 2013
Fund Size3,721 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Credit Risk Fund Direct Growth
9.8%
7.8%
8.6%
9.4%
Category Average
0.0%
1.0%
3.7%
-
Rank within category
3
4
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    4. 5Y Returns are higher than the category average returns
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    IndInfravit TrustFinancialNCD4.1%
    Tata International Ltd.ServicesNCD4.0%
    Bharti Airtel Ltd.CommunicationNCD4.0%
    GOISovereignGOI Sec3.9%
    TMF Holdings Ltd.FinancialZCB3.9%
    L&T Vadodara Bharuch Tollway Ltd.ConstructionDebenture3.5%
    Sterlite Power Grid Ventures Ltd.EngineeringDebenture3.4%
    GOISovereignGOI Sec3.0%
    Tata Projects Ltd.ConstructionNCD3.0%
    GOISovereignGOI Sec2.9%
    See All

    Fund Managers

    addLokesh Mallya
    Education
    Mr. Mallya is MBA and FRM.
    Experience
    Prior to SBI Mutual Fund, he has worked with Aditya Birla Sun Life AMC as fund manager (Sept 2009-Sept 2014) and as Credit Analyst (July 2006 - Aug 2009).
    Funds Managed
    addMansi Sajeja
    Education
    Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.
    Experience
    She was a Rating Analyst at ICRA Limited
    Funds Managed

    SBI Credit Risk Fund Direct Growth Details

    SBI Credit Risk Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Lokesh Mallya, Mansi Sajeja is the Current Fund Manager of SBI Credit Risk Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,721 Cr and the Latest NAV as of 29 Oct 2020 is ₹35.23.

    The SBI Credit Risk Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. 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

    Investment Objective

    The scheme seeks to provide the investors an opportunity to predominantly invest in corporate bonds rated AA and below(excluding AA+ rated corporate bonds) so as to generate attractive returns while maintaining moderate liquidity in the portfolio through investment in money market securities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    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
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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