- Mutual Funds
- SBI Mutual Fund
- SBI Equity Savings Fund (G)
SBI Equity Savings Fund (G)
₹ 22.65
NAV (Apr 04)
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
SBI Equity Savings Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment3,16,704
Wealth Gained10,49,316
Total Corpus Created (₹)
With CAGR of 14.453 % in 5 yearsHistorical NAV
₹ 22.6456
NAV (Apr 4)
Fund Returns
Last 1Y | 5.7% |
Last 3Y | 8.9% |
Last 5Y | 14.5% |
Last 10Y | - |
Since Inception | 8.6% |
6 Month CAGR | -2.1% |
Scheme Information
The scheme seeks 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 | 1.43 % |
Launched 9Y ago | 2015-05-27 |
AUM in Crores | 5512 |
ISIN | INF200KA1DA4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 5.6 |
Beta | 0.7 |
Sharpe Ratio | 0.4 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Equity Savings Fund (G) | 10,49,316 | 3,16,704 | 14.5% | |
| 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
Others
36.97%HDFC Bank Ltd.
9.7%Others
3.72%Kotak Mahindra Bank Ltd.
3.3%GOI
3.22%
Allocation by Sector
Financial
14.07%Services
4.93%Automobile
3%Healthcare
2.98%Materials
2.78%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 3,236 cr | ||
₹ 11,696 cr | ||
₹ 22,130 cr | ||
₹ 5,511 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.1% | 16.7% | ||
7.5% | 7.9% | ||
7.4% | 7.5% | ||
6.9% | 7.8% | ||
19.6% | 19% |
SBI Equity Savings Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment3,16,704
Wealth Gained10,49,316
Total Corpus Created (₹)
With CAGR of 14.453 % in 5 yearsSBI Equity Savings Fund (G) Review
SBI Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.64% over 9 years. The fund has grown over a period of 9 years. The fund is managed by SBI Mutual Fund. The fund managers are Mansi Sajeja, Neeraj Kumar, Nidhi Chawla, Pradeep Kesavan, Vandna Soni.
Nav of SBI Equity Savings Fund (G) as of 4/4/2025 is ₹22.65 with the total AUM as of 4/7/2025 is ₹5511.97. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Equity Savings Fund (G) was launched on 2015-05-27. The category risk of the fund is High.
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
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