• Mutual Funds
  • SBI Mutual Fund
  • SBI Equity Savings fund (RIDCW-Q)

Formerly SBI Equity Savings Reg Mn DR

SBI Mutual Fund

SBI Equity Savings fund (RIDCW-Q)

HybridEquity Savings

16.0727

NAV (Aug 05)

7.3%
5 Year CAGR
Scripbox Opinion
Neutral
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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 2,328 Cr

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

View all 7 analysis

View Less

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.0727

NAV (Aug 5)

Fund Returns

Last 1Y

3.7%

Last 3Y

10.9%

Last 5Y

7.3%

Last 10Y

NA

Since Inception

7.9%

6 Month CAGR

-0.6%

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.

Expense Ratio

1.19

Launched (7y ago)

May 27, 2015

AUM in Crores

2327.918

ISIN

INF200KA1DC0

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Neeraj Kumar

Fund Manager

Nidhi Chawla

Fund Manager

Mansi Sajeja

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-08-05

Top Stock Holdings

cash offset for derivatives

30.8%
30.8%

treps

5.6%
5.6%

adani ports & special economic zone ltd

3.9%
3.9%

future on adani ports & special economic zone ltd

3.9%
3.9%

reliance industries ltd

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

14.9%
14.9%

consumer cyclical

12.5%
12.5%

industrials

10.1%
10.1%

basic materials

8%
8%

healthcare

6.4%
6.4%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 444,382 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,198 debt and 37 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    19.2%

    19.1%

    4.9%

    7.4%

    21.8%

    17.4%

    17.6%

    12%

    4.9%

    %

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    SBI Equity Savings fund (RIDCW-Q) Review

    SBI Equity Savings fund (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.9% over a period of 7 years. The fund was previously known as SBI Equity Savings Reg Mn DR. 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 (RIDCW-Q) as of 8/5/2022 is ₹16.07 with the total AUM as of 8/8/2022 is ₹2327.918. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Equity Savings fund (RIDCW-Q) was launched on May 27, 2015. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for SBI Equity Savings fund (RIDCW-Q) 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 (RIDCW-Q)?

    SBI Equity Savings fund (RIDCW-Q) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Equity Savings fund (RIDCW-Q)?

    You can invest in SBI Equity Savings fund (RIDCW-Q) 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 (RIDCW-Q)?

    The minimum sip amount for SBI Equity Savings fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Equity Savings fund (RIDCW-Q) good to invest in?

    As per Scripbox experts, SBI Equity Savings fund (RIDCW-Q) is a Neutral fund. You can investSBI Equity Savings fund (RIDCW-Q) 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 (RIDCW-Q)?

    The expense ratio of the SBI Equity Savings fund (RIDCW-Q) is 1.19% for regular plan.