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SBI Equity Saving Growth Direct Plan
Hybrid
Equity Savings
SBI Equity Saving Growth Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹1,000
Invest now
Add to cart
SBI Equity Saving Growth Direct Plan
NAV
₹25.2412
+0.19%
(22 Nov)
AUM
5,616 Cr
TER
0.66%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
HSBC Equity Saving (G)
Invesco India Equity S...
Sundaram Equity Saving...
Kotak Equity Saving (G...
SBI Equity Saving (G)
Category Average
1Y
+22.4%
+20.0%
+16.5%
+15.9%
+13.8%
+13.6%
3Y
+13.3%
+10.7%
+11.4%
+11.5%
+10.2%
+8.9%
5Y
+13.9%
+11.1%
+14.4%
+11.9%
+11.8%
+10.0%
ALL
+10.4%
+10.9%
+10.2%
+10.3%
+10.2%
+8.0%
VOL
6.2%
6.3%
6.0%
5.7%
6.9%
-
TER
0.6%
0.7%
0.6%
0.7%
0.7%
-
AUM
₹548 Cr
₹341 Cr
₹990 Cr
₹7,804 Cr
₹5,616 Cr
-
INFO
1.67
1.72
1.71
1.82
1.48
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 31st Aug
Top holdings
Cash Offset For Derivatives
36.2%
HDFC Bank Ltd
9.0%
Future on HDFC Bank Ltd
8.0%
Kotak Mahindra Bank Ltd
3.3%
7.38% Govt Stock 2027
3.2%
Future on Kotak Mahindra Bank Ltd
2.3%
National Highways Infra Trust Units
2.1%
ICICI Bank Ltd
2.1%
Infopark Properties Limited - NCD & Bonds - NCD & Bonds
2.0%
State Bank of India
2.0%
Top industry exposure
Financial Services
25.1%
Consumer Cyclical
11.6%
Industrials
10.2%
Basic Materials
7.8%
Healthcare
3.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.1% for redemption within 15 days
Fund 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.
Fund manager(s)
Neeraj Kumar
Nidhi Chawla
Mansi Sajeja
Pradeep Kesavan
Vandna Soni
More details
Fund offer document
All funds from SBI
FAQs
Monthly SIP
One Time