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SBI Equity Savings fund (Growth)

Formerly SBI Equity Saving Reg Gr
Returns (5yrs)
5.74 %
Latest NAV
13.57

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 8th of August, 06:50 PM

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.

Fund Managers

  • profile-pic
    Neeraj Kumar
    profile-pic
    Ruchit Mehta
  • expense-ratio
    Expense Ratio
    1.68
    benchmark
    Benchmark
    Nifty Equity Savings Index TR
  • Aum image
    AUM
    ₹ 1344.06 Crores
    ISIN
    ISIN
    INF200KA1DA4
  • Category Risk:

    Moderately High risk

Holding Information

as on 8th of August, 06:50 PM

Top Holding

Cash Offset For Derivatives
24%
Reliance Industries Ltd
10%
Future On Reliance Industries Ltd
7%
Housing Development Finance Corp Ltd
6%
7.17% Govt Stock 2028
6%

Top Sectors

Financial Services
21%
Energy
11%
Technology
8%
Consumer Cyclical
8%
Consumer Defensive
7%

Allocation

Equity
47%
Others
36%
Debt
18%

Investment Return Calculator

as on 8th of August, 06:50 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 8th of August, 06:50 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

SBI Equity Savings Regular Growth is a Equity Savings Hybrid fund and has delivered an annualised return of 5.74% over a period of 5 years. The fund is managed by SBI Funds Management Private Limited. The fund managers names are Neeraj Kumar, Ruchit Mehta. 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. The fund charges 1.68000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.