- Mutual Funds
- SBI Mutual Fund
- SBI Equity Savings fund (Growth)
Formerly SBI Equity Saving Reg Gr
SBI Equity Savings fund (Growth)
₹ 19.9464
NAV (Sep 25)
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.9464
NAV (Sep 25)
Fund Returns
Last 1Y | 13.2% |
Last 3Y | 13.6% |
Last 5Y | 9.8% |
Last 10Y | NA |
Since Inception | 8.6% |
6 Month CAGR | 14.1% |
Scheme Information
The scheme aims to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market,and capital appreciation through a moderate exposure in equity.
Expense Ratio | 1.19 |
Launched (8y ago) | May 27, 2015 |
AUM in Crores | 2757.615 |
ISIN | INF200KA1DA4 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.8 |
Standard Deviation (5yr) | 8.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.349 |
Sharpe Ratio (5yr) | 0.456 |
YTM | 7.7 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Equity Savings fund (Growth) | 9,30,779 | 1,98,167 | 9.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
28.7%icici bank ltd
6.2%7.38% govt stock 2027
5.8%treps
4.5%future on hdfc bank ltd
4.5%Allocation by Sector
financial services
21.5%industrials
14.6%consumer cyclical
12%basic materials
5.6%consumer defensive
3.1%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 2,901 cr | ||
₹ 3,302 cr | ||
₹ 7,475 cr | ||
₹ 1,335 cr | ||
₹ 978 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.4% | 6.5% | ||
28.9% | 17.5% | ||
33.6% | 15.8% | ||
23.7% | 11.8% | ||
6.3% | 7.5% |
SBI Equity Savings fund (G) Review
SBI Equity Savings fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.6% over a period of 8 years. The fund was previously known as SBI Equity Saving Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mansi Sajeja, Neeraj Kumar, Nidhi Chawla.
Nav of SBI Equity Savings fund (G) as of 9/25/2023 is ₹19.95 with the total AUM as of 9/26/2023 is ₹2757.615. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Equity Savings fund (G) was launched on May 27, 2015. The category risk of the fund is Moderately High risk.
The minimum SIP amount for SBI Equity Savings fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is SBI Equity Savings fund (G)?
How to invest in SBI Equity Savings fund (G)?
You can invest in SBI Equity Savings fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Equity Savings fund (G)?
The minimum sip amount for SBI Equity Savings fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Equity Savings fund (G) good to invest in?
As per Scripbox experts, SBI Equity Savings fund (G) is a Top Ranked fund. You can investSBI Equity Savings fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Equity Savings fund (G)?
The expense ratio of the SBI Equity Savings fund (G) is 1.19% for regular plan.