SBI Credit Risk Fund IDCW-P
Empty
1–3 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.6%
Sharpe Ratio1.02
Beta0.88
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
H.G. Infra Engineering LimitedUtilities4.64%
Nj Capital Private LimitedUtilities4.54%
TATA Projects LimitedUtilities4.53%
Renew Solar Energy (Jharkhand Five) Private LimitedUtilities4.53%
Jtpm Metal TRaders LimitedUtilities4.45%
Lodha Developers LimitedUtilities3.93%
Renserv Global Private LimitedUtilities3.67%
Jsw Jfe Kalinga Steel LimitedUtilities3.58%
Aditya Birla Renewables LimitedUtilities3.44%
Motilal Oswal Home Finance LimitedUtilities3.43%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
LM
Lokesh Mallya
Lead Portfolio Manager
Mr. Lokesh Mallya has experience of 21 years. Manages 18 funds at Bank of Nova Scotia with an AUM of approximately ₹5,066 Cr Holds a M.B.A. degree.
21 years
Combined Team Experience
₹ 5,066 Cr
Assets Under Management
Firm Overview
AMCBank of Nova Scotia
Investment Professionals49+
Global Offices250 Cities
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.55%
Regulatory & Tax Information
INF200K01693
ISINDailyDealing Frequency
CRISIL Credit Risk Debt B-II TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)