SBI Credit Risk Fund Direct-IDCW Quarterly
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Debt, Credit Risk, Principal at high risk
1 Year Return 8.54% at 23 Dec 2025 09:46 AM
Fund Details
NAV 23.6858
Sub-Type Credit Risk
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 12.97
Fund Size(in Crores) 2182.37
Fund Performance
1 Month 0.27%
3 Month 1.5%
6 Month 3.36%
1 Year 8.54%
3 Year 8.75%
5 Year 7.35%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.23%) Market Cap Small Cap 25.22 Large Cap 50.7 Mid Cap 17.31 Top Sectors Automobile 70.65 Services 11.88 Capital Goods 5.97 Financial 1.77 Energy 1.63 Textiles 1.33 Top Holding Container Corporation Of India 0.75 Lumax Industries 0.58 Automotive Axles 0.92 Interglobe Aviation 3.04 Maruti Suzuki India 9.84 Exide Industries 2.21 JK Tyre & Industries 1.98 Timken India 1.12 Yatra Online 1.73 Balkrishna Industries 1.7 Rane Holdings 1.77 Bosch 4.79 Tata Motors 4.67 SKF India (Industrial) 0.56 Mayur Uniquoters 1.33 Amara Raja Energy & Mobility 1.68 Motherson Wiring 1.41 Sandhar Technologies 1.82 MRF 2.7 GNA Axles 0.47 SKF India 0.4 Tenneco Clean Air India 0.71 VRL Logistics 1.48 Escorts Kubota 1.69 Eicher Motors 4.16 Hyundai Motor 4.46 Bajaj Auto 3.34 Gateway Distriparks 0.78 Endurance Technologies 1.17 The Great Eastern Shipping Company 1.63 Mahindra & Mahindra 6.92 Samvardhana Motherson 3.43 Ola Electric Mobility 0.91 JSW Infrastructure 1 Hero Motocorp 7.74 LG Balakrishnan 1.73 UNO Minda 1.93 Eternal 3.1 Bharat Forge 1.58
Debt & Others (6.7700000000000005%) Sector Allocation Reverse Repo 6.95 Margin Money 0.04 Net Payables -0.22 Debt Credit Ratings Debt Category Others 6.77
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.89%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Lokesh 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).
Adesh Sharma
Education Mr. Sharma has done B.Tech, M.Tech and PGDM (Finance)
Experience Prior to joining SBI Mutual Fund, he has worked with IDFC Bank and Deutsche Bank AG
Pradeep Kesavan
Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at high risk
AMC and Fund details
Rank (total sets) 10
Date of Incorporation 2013-01-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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