• Mutual Funds
  • SBI Mutual Fund
  • SBI Savings Fund (Growth)

Formerly SBI Saving Reg Gr

SBI Mutual Fund

SBI Savings Fund (Growth)

DebtMoney Market

34.6349

NAV (Dec 02)

4.4%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in money market mutual funds.

Money market funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Money Market Funds invest in money market instruments with maturity upto 1 year.

This category accounts for close to 5% of the total Debt fund assets.

Funds in this category have a credit quality and return similar to Liquid Funds however they tend to have higher variations when interest rates change.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

Scripbox Recommended Money Market Funds

Want the most stable money market funds for your portfolio?

Learn more

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

34.6349

NAV (Dec 2)

Fund Returns

Last 1Y

4%

Last 3Y

4.4%

Last 5Y

5.5%

Last 10Y

6.9%

Since Inception

7%

6 Month CAGR

2.5%

Scheme Information

Investment Objective

To provide the investors an opportunity to invest in money market instruments.

Expense Ratio

0.76

Launched (18y ago)

Jul 19, 2004

AUM in Crores

18376.489

ISIN

INF200K01636

Lock-in

No Lock-in

Benchmark

Nifty Money Market TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0.5

Standard Deviation (5yr)

0.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.269

Sharpe Ratio (5yr)

0.855

YTM

7.17

Fund Managers

R. Arun

Fund Manager

Mohit Jain

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 2022-12-02

Top Debt Holdings

treps

6%
6%

182 Days Treasury Bill 30-03-2023

4.3%
4.3%

bank of baroda

4.2%
4.2%

the federal bank limited

3.9%
3.9%

axis bank limited

3.2%
3.2%
See all holdings

Compare SBI Savings Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 13,008 cr

₹ 18,664 cr

₹ 46,469 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.8%

    18.9%

    6.5%

    6.8%

    3.6%

    6.5%

    21.7%

    17.7%

    6.5%

    6.4%

    SBI Savings Fund (G) Review

    SBI Savings Fund (G) is a Money Market Debt fund and has delivered an annualised return of 7% over a period of 18 years. The fund was previously known as SBI Saving Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, R. Arun.

    Nav of SBI Savings Fund (G) as of 12/2/2022 is ₹34.63 with the total AUM as of 12/3/2022 is ₹18376.489. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Savings Fund (G) was launched on Jul 19, 2004. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for SBI 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.

    SBI Savings Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Money Market TR INR.

    SBI Savings Fund (G) is rated as a 3 fund in Debt and delivered 4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Savings Fund (G).

    Frequently Asked Questions

    What is SBI Savings Fund (G)?

    SBI Savings Fund (G) is a Money Market Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Savings Fund (G)?

    You can invest in SBI Savings Fund (G) 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 Savings Fund (G)?

    The minimum sip amount for SBI Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Savings Fund (G) good to invest in?

    As per Scripbox experts, SBI Savings Fund (G) is a Neutral fund. You can investSBI Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the SBI Savings Fund (G)?

    The expense ratio of the SBI Savings Fund (G) is 0.76% for regular plan.