SBI Credit Risk Fund (Debt, Debt Credit Risk)

15 yrs 9 monthsStarted on:14 Jul 2004
₹ 5082.65 Cras on: 30 Mar 2020
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 10000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
3 Month2.07
1 YR6.11
2 YR6.49
3 YR6.55

SIP Returns

TenureReturns (CAGR)
1 YR7.28
2 YR7.09
3 YR6.7
5 YR7.12
10 YR8.35


Company Name% Assets
Bharat Aluminium Co. Ltd. 31/07/2020 7.90%3.92
Embassy Office Parks REIT 03/06/20223.76
Sadbhav Engineering Ltd. 14/09/2021 9.90%3.74
Tata Realty and Infrastructure Ltd. 04/06/20213.72
Tata International Ltd. 9.85%2.98
Sterlite Power Grid Ventures Ltd. 28/03/2022 12.30%2.97
Tata Realty and Infrastructure Ltd. 20/04/20212.91
TMF Holdings Ltd. 28/03/20222.58
L&T Vadodara Bharuch Tollway Ltd. 30/06/2021 10.10%2.55
Pune Solapur Expressways Pvt Ltd. 31/03/20292.5

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation1.72%
Sharpe Ratio0.58

Lokesh Mallya,Mansi Sajeja

Mr. Mallya is MBA and FRM.Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.
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).She was a Rating Analyst at ICRA Limited