Click here for top ranked funds in equity savings mutual funds.
However, Scripbox does not recommend investing in equity savings mutual funds.
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
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
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Historical NAV
₹ 16.0156
NAV (Oct 21)
Fund Returns
Last 1Y
23.3%
Last 3Y
12.5%
Last 5Y
8.7%
Last 10Y
NA
Since Inception
8.9%
6 Month CAGR
10.3%
Scheme Information
Investment Objective
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.
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.
SBI Funds Management Private Limited manages assets worth 450,119 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q)
About SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q)
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.9% over a period of 6 years. The fund was previously known as SBI Equity Savings Reg Mn DR . The fund is managed by SBI Funds Management Private Limited. The fund managers are Mansi Sajeja, Neeraj Kumar, Ruchit Mehta
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) Investment Objective
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. . However, there is no assurance that the objective of the scheme will be realized.
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) NAV,AUM,Risk
The SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) fund was launched on May 27, 2015. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-21 is ₹16.02. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1816.143. The category risk of the SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) fund is Moderate Risk. The fund charges 1.22 % as expense ratio.
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) Holdings
The fund’s highest allocation is towards Others and has invested 51.4% in this asset class. The top three holdings of the fund are , cash offset for derivatives , reliance industries ltd , housing development finance corp ltd , future on reliance industries ltd , future on housing development finance corp ltd , adani ports & special economic zone ltd , future on adani ports & special economic zone ltd , treps , tmf holdings limited , 182 dtb 25112021 , 182 dtb 18112021 , tech mahindra ltd , future on tech mahindra ltd , punjab national bank , infosys ltd , tata steel ltd , hindustan unilever ltd , future on tata steel ltd. , icici bank ltd , 07.40% mp sdl 2026 , power finance corporation limited , axis bank ltd , reliance industries limited , future on hindustan unilever ltd , bajaj housing finance limited , 182 dtb 12112021 , 182 dtb 02122021 , 364 dtb 30032022 , bajaj finance ltd , tata projects limited , tata consultancy services ltd , hdfc bank ltd , kotak mahindra bank ltd , asian paints ltd , 364 dtb 06012022 , 364 dtb 11032022 , 182 dtb 30122021 , bharti airtel ltd , grasim industries ltd , 182 dtb 16122021 , dlf ltd , bharat petroleum corp ltd , future on infosys ltd , jsw steel ltd , future on grasim industries ltd , icici prudential life insurance company limited , future on dlf ltd , maruti suzuki india ltd , allahabad bank , dabur india ltd , sun pharmaceuticals industries ltd , future on petronet lng ltd , relaxo footwears ltd , petronet lng ltd , future on jsw steel ltd , hdfc life insurance company limited , sheela foam ltd , dixon technologies (india) ltd , future on dabur india ltd , larsen & toubro ltd , sbi life insurance company limited , tata chemicals ltd , 06.10 rj sdl 2026 , acc ltd , wabco india ltd , future on sun pharmaceuticals industries ltd , page industries ltd , interglobe aviation ltd , future on tata chemicals ltd , antony waste handling cell ltd ordinary shares , margin amount for derivative positions , v-guard industries ltd , future on tata consultancy services ltd , ganesha ecosphere ltd , procter & gamble hygiene and health care ltd , future on larsen & toubro ltd , coforge ltd , future on coforge ltd , hero motocorp ltd , future on united spirits ltd , united spirits ltd , future on hero motocorp ltd , divi's laboratories ltd , itc ltd , future on apollo hospitals enterprise ltd , apollo hospitals enterprise ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , future on adani enterprises ltd , adani enterprises ltd , future on axis bank ltd , state bank of india , future on polycab india ltd , polycab india ltd , hcl technologies ltd , state bank of india , state bank of india , the federal bank ltd , bajaj finserv ltd , future on escorts ltd , escorts ltd , t.v. today network ltd , wipro ltd , future on hdfc asset management company limited , hdfc asset management company limited , titan co ltd , mahindra & mahindra ltd , future on nippon life india asset management ltd ordinary shares , nippon life india asset management ltd ordinary shares , future on bharat petroleum corp ltd , ultratech cement ltd , ntpc ltd , future on the federal bank ltd , bajaj auto ltd , future on marico ltd , marico ltd , power grid corp of india ltd , future on gail (india) ltd , gail (india) ltd , tata motors ltd , indusind bank ltd , dr reddy's laboratories ltd , oil & natural gas corp ltd , cipla ltd , nestle india ltd , future on ntpc ltd , tata consumer products ltd , britannia industries ltd , future on sbi life insurance company limited , future on granules india ltd , future on vedanta ltd , granules india ltd , torrent power ltd , hindalco industries ltd , upl ltd , eicher motors ltd , shree cement ltd , coal india ltd , future on power finance corp ltd , power finance corp ltd , future on upl ltd , indian oil corp ltd , future on torrent power ltd , vedanta ltd
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
