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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
₹26.9968
+0.46%
(3 Feb)
AUM
5,919 Cr
TER
0.96%
Risk
Moderate 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
Edelweiss Equity Savin...
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Sundaram Equity Saving...
SBI Equity Saving (G)
Category Average
1Y
+9.5%
+9.4%
+9.3%
+8.1%
+7.6%
+5.9%
3Y
+12.6%
+12.3%
+14.6%
+13.2%
+12.1%
+10.0%
5Y
+11.0%
+10.9%
+12.7%
+12.7%
+9.8%
+8.8%
ALL
+9.8%
+11.9%
+9.9%
+9.9%
+9.7%
+7.8%
VOL
4.8%
7.4%
6.3%
5.8%
6.7%
-
TER
0.6%
0.4%
0.7%
0.7%
1.0%
-
AUM
₹1,195 Cr
₹1,865 Cr
₹786 Cr
₹1,207 Cr
₹5,919 Cr
-
INFO
2.06
1.61
1.57
1.70
1.44
-
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 Dec
Top holdings
Cash Offset For Derivatives
45.6%
HDFC Bank Ltd
7.7%
Reliance Industries Ltd
5.4%
Hdfc Bank Ltd. 27-Jan-26
5.1%
Kotak Mahindra Bank Ltd. 27-Jan-26
4.4%
Kotak Mahindra Bank Ltd
4.4%
State Bank of India
3.6%
State Bank Of India 27-Jan-26
2.8%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
2.6%
SBI Liquid Dir Gr
2.5%
Top industry exposure
Financial Services
28.9%
Consumer Cyclical
8.1%
Basic Materials
7.8%
Energy
5.7%
Real Estate
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