SBI Credit Risk Fund Direct Growth

Debt
Credit Risk
Moderately High Risk
6.43%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹42.89
Min. SIP amount₹500
Rating3
Fund size₹2,688.61Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Credit Risk
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.8%6.4%7.4%8.6%
Category average7.5%9.1%4.8%NA
Rank with in category3104NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
Capital GoodsCP5.0%
SovereignGOI Sec4.6%
FinancialDebenture4.5%
SovereignGOI Sec3.7%
Jindal Stainless Ltd.
Metals & MiningDebenture3.3%
FinancialDebenture3.0%
EnergyDebenture2.8%
FinancialDebenture2.8%
Tata Teleservices Ltd.
CommunicationCP2.8%
Nuvoco Vistas Corporation Ltd.
ConstructionBonds/NCD2.8%
See All

Pros and cons

Category: Debt Credit Risk

Pros

Cons

1Y, 5Y and 10Y annualised returns higher than category average
3Y annualised returns lower than category average by 2.68%
1Y category rank: 3
Higher expense ratio: 0.9%

Expense ratio, exit load and tax

Expense ratio: 0.90%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Lokesh Mallya
Feb 2017 - Present
View details

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).
Also manages these schemes

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
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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