Invest
Features
Blog
Log in
Sign up
Explore
Mutual Funds
Fixed Deposit
Stocks
SaveSmart
Calculators
Set a goal
TradeSmart
Family Account
Tax Harvesting
Save Taxes
Consolidate
Invest
Explore
Mutual Funds
Fixed Deposit
Stocks
SaveSmart
Features
Calculators
Set a goal
TradeSmart
Family Account
Tax Harvesting
Save Taxes
Consolidate
About
Blog
Log in
Sign up
Terms
●
Privacy Policy
>
Home
>
Explore
>
Mutual Funds
>
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
₹26.9981
-0.40%
(21 Nov)
AUM
5,993 Cr
TER
0.98%
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
Kotak Equity Saving (G...
Sundaram Equity Saving...
Category Average
HSBC Equity Saving (G)
SBI Equity Saving (G)
Invesco India Equity S...
1Y
+11.0%
+9.8%
+7.7%
+7.4%
+7.2%
+5.1%
3Y
+13.3%
+13.3%
+10.3%
+14.9%
+12.1%
+12.8%
5Y
+12.3%
+14.0%
+10.3%
+13.7%
+11.4%
+10.4%
ALL
+10.4%
+10.2%
+8.0%
+10.1%
+9.9%
+10.0%
VOL
5.6%
5.9%
-
6.3%
6.8%
6.2%
TER
0.7%
0.6%
-
0.7%
1.0%
0.7%
AUM
₹9,023 Cr
₹1,171 Cr
-
₹759 Cr
₹5,993 Cr
₹438 Cr
INFO
1.84
1.73
-
1.60
1.47
1.61
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 Oct
Top holdings
Cash Offset For Derivatives
25.5%
HDFC Bank Ltd
7.6%
Reliance Industries Ltd
5.0%
Future on HDFC Bank Ltd
5.0%
Kotak Mahindra Bank Ltd
2.8%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
2.6%
Larsen & Toubro Ltd
2.5%
Embassy Office Parks REIT
2.2%
7.1% Govt Stock 2034
2.2%
Future on Reliance Industries Ltd
2.0%
Top industry exposure
Financial Services
24.2%
Consumer Cyclical
11.6%
Basic Materials
11.6%
Industrials
6.6%
Energy
5.4%
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
More details
Fund offer document
All funds from SBI
FAQs
Monthly SIP
One Time