HomeMutual FundsSBI Credit Risk Fund Direct Plan Growth

INDProtect

Overview (as on 26 Feb 2021)

NAV

₹35.7564

1y returns

8.004%

Fund AUM

₹3,632 Cr

Expense Ratio

0.92%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
SBI Credit Risk Fund Direct Plan Growth
₹0
5.94% projected returns
HDFC Credit Risk Debt Fund Direct Plan Growth Option
₹0
6.55% projected returns
ICICI Prudential Credit Risk Fund Direct Plan Growth
₹0
5.91% projected returns
Nippon India Credit Risk Fund Direct Plan Growth Option
₹0
5.93% projected returns
Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth
₹0
6.03% projected returns
Kotak Credit Risk Fund Growth Direct
₹0
6.29% projected returns

Asset Allocation

Debt & Cash (100.00%)
Sector Allocation
Corporate
69.91%
Government
20.76%
Cash Equivalent
9.33%
Debt Credit Ratings
AA
55.27%
AAA
33.82%
A
10.91%

Key Metrics

Modified Duration 

NA

Average Maturity 

NA

Yield to Maturity 

NA

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"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."
Scheme Name
SBI Credit Risk Fund Direct Plan Growth
Scheme Document
Click Here
Exit Load

For 0 - 12 Months: 3%

For 12 - 24 Months: 1.5%

For 24 - 36 Months: 0.75%

After 36 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Lokesh Mallya
Fund House Details
Fund House
SBI Funds Management Private Limited
Email
NA
Phone
+912267425687
Address
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
SBI Credit Risk Fund Direct Plan Daily Dividend Reinvestment
Direct0.92%8.07%
SBI Credit Risk Fund Direct Plan Dividend Reinvestment
Direct0.92%8.00%
SBI Credit Risk Fund Direct Plan Dividend Payout
Direct0.92%8.00%
SBI Credit Risk Fund Regular Plan Daily Dividend
Regular1.55%7.33%
SBI Credit Risk Fund Regular Plan Dividend Reinvestment
Regular1.55%7.32%
SBI Credit Risk Fund Regular Plan Dividend Payout
Regular1.55%7.32%

Peer Funds

ICICI Prudential Credit Risk Fund Direct Plan Growth  

DebtCredit RiskDirectModerate Risk

1 yr returns

8.44%

AUM

₹7,007 Cr

Expense Ratio

0.9%

HDFC Credit Risk Debt Fund Direct Plan Growth Option  

DebtCredit RiskDirectModerate Risk

1 yr returns

9.30%

AUM

₹6,848 Cr

Expense Ratio

1.11%

Kotak Credit Risk Fund Growth Direct  

DebtCredit RiskDirectModerately Low risk

1 yr returns

5.49%

AUM

₹1,850 Cr

Expense Ratio

0.67%

Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth  

DebtCredit RiskDirectModerate Risk

1 yr returns

9.31%

AUM

₹1,615 Cr

Expense Ratio

1.13%

Nippon India Credit Risk Fund Direct Plan Growth Option  

DebtCredit RiskDirectModerate Risk

1 yr returns

-4.68%

AUM

₹1,185 Cr

Expense Ratio

1.02%

SBI Credit Risk Fund Direct Plan Growth

NAV

₹35.7564

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Lokesh Mallya
Lokesh Mallya

leader

Qualifications
MBA, FRM
Work Experience
"Lokesh Mallya joined SBIFM in 2014. He brings along 9 years of experience in research in the Indian fixed income market and fund management. Prior to joining SBIFM, Mr. Mallya was working with Birla Sunlife Asset Management, Investment Team as fund manager for short term and ultra-short term funds. He is a Charter holder of the CFA Institute, USA and also a FRM charter holder of Global Association of Risk Professionals (GARP)."
Mansi Sajeja
Mansi Sajeja

manager

Work Experience
"Mansi Sajeja joined SBIFM in 2009. Prior to joining SBIFM Mansi was a senior rating analyst at ICRA Limited (A Moodyu2019s Investors Service Company) for over three years. Mansi holds bacheloru2019s degree in Financial & Investment analysis from Delhi University and has completed post graduation diploma in Business Management from MDI, Gurgaon. She is also a Charter holder of the CFA Institute, USA"
INDmoney Logo
Apple App Store
Google Play Store

Markets:Nifty 50 | Nifty 100 | Nifty 200 | Nifty 500 | Nifty Bank | Nifty Next 50 | S&P BSE SENSEX

Stocks:All Stocks | Top Gainers | Top Losers | Hot Stocks | Most Active | At 52 Week High | At 52 Week Low

Mutual Funds:Top 10 Tax Saving (ELSS) Mutual Funds | Top 10 Large Cap Mutual Funds | Top 10 Mid Cap Mutual Funds | Top 10 Small Cap Mutual Funds | Top 10 Multi Cap Mutual Funds | Top 10 Balanced Mutual Funds | Top 10 Debt Mutual Funds

Fixed Deposit:All FDs | Suggested FDs | Monthly payout FDs | Quarterly payout FDs | Semi annual payout FDs | Annual payout FDs | Cumulative payout FDs

US Stocks:All US Stocks | Top ETFs | Top Tech Stocks | Hot Stocks | Top Gainers | Top Losers | Pharma Stocks

Bonds:All Bonds | Suggested Bonds | Corporate Bonds | Public Sector Bonds | Bank Issued Bonds

Loans:New Home Loan | Loan Against Property | On Demand Credit Line | Loan for Commercial Property | Personal Loan

Tools:Compare Mutual Funds| FD Calculator| Loan Deferment Calculator| Credit Card Deferment Calculator| Financial Immunity Calculator| SIP Calculator| EMI Calculator

Explore AMCs:All AMCs |HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Private Limited | Aditya Birla Sun Life AMC Ltd | Nippon Life India Asset Management Ltd

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans and deposits are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]