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.
No single fund can achieve what a plan can. Learn why
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 399,510 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
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 8.5% 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 as of 2021-07-30 is ₹ 15.3488. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 1495.741. The category risk of the SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) fund is Moderately High risk.
The fund charges 1.27 % as expense ratio.
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) Holdings
The fund’s highest allocation is towards equity and has invested 44.1% in this asset class. The top three holdings of the fund are tmf holdings limited,punjab national bank and housing development finance corporation limited
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.
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Equity Savings Index TR
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) Review
SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, SBI Equity Savings Inc Dist cum Cap Wdrl fund (RIDCW-Q) has a score of 4 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
