SBI Equity Saving Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

SBI Equity Saving Growth Direct Plan

NAV
₹26.6673
+0.33%
(16 Sep)
AUM
5,703 Cr
TER
1.02%
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
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.3%
+5.7%
+5.0%
+4.8%
+4.5%
+3.9%
3Y
+14.5%
+13.0%
+12.6%
+11.1%
+10.1%
+12.8%
5Y
+14.6%
+14.7%
+12.7%
NA
+10.8%
+11.0%
ALL
+10.2%
+10.2%
+10.3%
NA
+7.9%
+10.3%
VOL
6.3%
5.9%
5.7%
6.8%
-
6.3%
TER
0.7%
0.6%
0.7%
1.0%
-
0.7%
AUM
₹671 Cr
₹1,140 Cr
₹8,487 Cr
₹5,703 Cr
-
₹459 Cr
INFO
1.61
1.72
1.82
0.00
-
1.65
See fund holdings as of 31st Aug
Top holdings
Cash Offset For Derivatives
24.2%
HDFC Bank Ltd
8.0%
Reliance Industries Ltd
5.2%
Future on HDFC Bank Ltd
5.2%
Treps
3.5%
Kotak Mahindra Bank Ltd
3.0%
Bharti Telecom Limited - NCD & Bonds
2.7%
ICICI Bank Ltd
2.5%
Larsen & Toubro Ltd
2.3%
7.1% Govt Stock 2034
2.2%
Top industry exposure
Financial Services
24.1%
Consumer Cyclical
12.1%
Basic Materials
11.0%
Industrials
9.7%
Real Estate
5.9%
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
Mohit Jain
Pradeep Kesavan
Vandna Soni

FAQs