SBI Mutual Fund - Fund Manager
Qualification: MBA, CFA, FRM. Experience:Lokesh Mallya Joined SBIFMPL in October 2014as credit Analyst. He has over 10 years of experience in reserch in the Indian fixed income market and fund management. Prior to joining SBIFMPL, Mr. Mallys was woking with Birla Sun Life Asset Management Company Limited as Fund Manager (Sept 2009-Sept 2014) ans as Credit Analyst (July 2006-Aug 2009).
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
SBI Credit Risk Fund - Direct (G) | Debt: Credit Risk | 2190 |
SBI Credit Risk Fund (G) | Debt: Credit Risk | 2190 |
SBI Magnum Children's Benefit Fund - Savings Plan - Dir (G) | Solution Oriented: Childrens | 130.2 |
SBI Magnum Children's Benefit Fund - Savings Plan (G) | Solution Oriented: Childrens | 130.2 |
SBI Magnum Medium Duration Fund - Direct (G) | Debt: Medium Duration | 6886.45 |
SBI Magnum Medium Duration Fund (G) | Debt: Medium Duration | 6886.45 |
SBI Magnum Medium Duration Fund (IDCW) | Debt: Medium Duration | 6886.45 |
SBI Magnum Medium Duration Fund - Direct (IDCW) | Debt: Medium Duration | 6886.45 |
SBI Credit Risk Fund (IDCW) | Debt: Credit Risk | 2190 |
SBI Credit Risk Fund (IDCW-D) | Debt: Credit Risk | 2190 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| GSEC MAT -14/08/2033 07.18% | 7.61% |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | 4.70% |
| Godrej Seeds & Genetics Ltd. | 3.90% |
| 6.68% Gov of India (07/07/2040) | 3.77% |
| GSEC MAT -24/07/2037 07.18% | 3.74% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| SBI Credit Risk Fund - Direct (G) | 0.36% | 1.8% | 3.43% | 8.69% | 8.8% | 7.39% | 8.64% |
| SBI Credit Risk Fund (G) | 0.31% | 1.64% | 3.1% | 7.99% | 8.1% | 6.7% | 7.49% |
| SBI Magnum Children's Benefit Fund - Savings Plan - Dir (G) | -0.34% | 0.76% | 1.07% | 2.5% | 12.42% | 12.75% | 12.06% |
| SBI Magnum Children's Benefit Fund - Savings Plan (G) | -0.37% | 0.66% | 0.88% | 2.12% | 12.03% | 12.31% | 10.59% |
| SBI Magnum Medium Duration Fund - Direct (G) | 0.34% | 1.84% | 2.89% | 7.98% | 8.17% | 6.59% | 8.92% |
| SBI Magnum Medium Duration Fund (G) | 0.3% | 1.72% | 2.64% | 7.45% | 7.61% | 6.03% | 7.78% |
| SBI Magnum Medium Duration Fund (IDCW) | 0.3% | 1.72% | 2.64% | 7.45% | 7.61% | 6.03% | 8.18% |
| SBI Magnum Medium Duration Fund - Direct (IDCW) | 0.34% | 1.84% | 2.89% | 7.98% | 8.17% | 6.59% | 9.23% |
| SBI Credit Risk Fund (IDCW) | 0.31% | 1.64% | 3.1% | 7.99% | 8.1% | 6.7% | 7.71% |
| SBI Credit Risk Fund (IDCW-D) | 0.31% | 1.64% | 3.1% | 7.99% | 8.05% | 6.67% | 8.15% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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