Fundalysisby DARKHORSESTOCKS

Fund manager · SBI

Lokesh Mallya

Fund Manager & Credit Analyst at SBI. Runs 4 schemes worth ₹16,702 Cr.

  • Fund house

    SBIThey run their schemes at SBI.

  • AUM they run

    ₹16,702 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    4 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2026.

  • Experience

    18 years18 years

Profile(SBI's SAI, 30 Jun 2026)

About

Role
Fund Manager & Credit Analyst
Studied
MBA, CFA, FRM
Age
47 years
Experience
18 years

Schemes now4

  1. SBI Children s Fund Investment Plan₹7,949 Cr
  2. SBI Medium Term Fund₹6,419 Cr
  3. SBI Credit Risk Fund₹2,182 Cr
  4. SBI Children s Fund Savings Plan₹152 Cr

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202616,702+0.7%
Aug 202616,588+2.8%
Jul 202616,136+2.6%
Jun 202615,729+4.5%
May 202615,057+1.8%
Apr 202614,796+5.6%
Mar 202614,008−3.2%
Feb 202614,466+1.2%
Jan 202614,296+0.2%
Dec 202514,262−0.3%
Nov 202514,307+2.6%
Oct 202513,942+3.3%
AUM at month end, Sept 2026
₹16,702 Cr
+19.8% since Oct 2025
Fig. 1.The AUM of the schemes Lokesh Mallya ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Feb 2017 – now)

  1. Credit Risk Fund
  2. Medium Term Fund
  3. Children s Fund Investment Plan
  4. Children s Fund Savings Plan
SBI201820192020202120222023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Feb 2017 – now)

SBI

4 now · since Feb 2017
  1. SBI Children s Fund Investment Plan
    Fund managerJul 2025—1y 4m₹7,949 CrChildren'sTER 0.75%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(4 schemes)

Growth · Direct plans

Return as manager
+7.63%
Beat peers
3 of 4
vs peers
+4.30 pt
Longest run
9.7 years
Beat benchmark
Upcoming
Each scheme Lokesh Mallya ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
SBI Credit Risk Fund
Feb '17–now · 9.7y
+7.64%+7.52%+0.11 pt––
SBI Medium Term Fund
Dec '23–now · 2.9y
+7.63%+8.07%−0.44 pt––
SBI Children s Fund Investment Plan
Jul '25–now · 1.3y
+14.70%−1.22%+15.92 pt––
SBI Children s Fund Savings Plan
Jul '25–now · 1.3y
+7.27%−1.22%+8.49 pt––
Fig. 1.Each scheme Lokesh Mallya ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Mohit JainMedium Term Fund1 scheme
  2. R SrinivasanChildren s Fund Investment Plan1 scheme

Career(Jul 2006 – Aug 2009)

and as Credit Analyst

  1. Position not stated
    Jul 2006—Aug 20093y 2m

Source.SBI's Statement of Additional Information, as of 30 Jun 2026.