SBI Equity Savings Fund – Direct Growth
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.66 %
Expense Ratio
Rating
4,543
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 20.4% | 11.4% | 11% | 10% | ||||
| Category Average | 23.4% | 15.7% | 14.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
1.87
Alpha
1.39
SD
0.29
Beta
0.82
Sharpe
Exit Load
| Exit Load | 0.10% - For exit on or before 15 days from the date of allotment. Nil - For exit after 15 days from the date of allotment. |
|---|
Fund Objective
The scheme is 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. However there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund Managers
Neeraj Kumar
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 137
-
15.7%Fund Size - 137
-
10%Fund Size - 137
-
9.6%Fund Size - 137
-
- Hybrid .
- Equity Savings .
-
- 14
-
16.8%Fund Size - 14
-
9.4%Fund Size - 14
-
9.4%Fund Size - 14
-
- Hybrid .
- Equity Savings .
-
- 90
-
9.8%Fund Size - 90
-
8.5%Fund Size - 90
-
8.3%Fund Size - 90
-
- Hybrid .
- Equity Savings .
-
- 106
-
12.1%Fund Size - 106
-
8.5%Fund Size - 106
-
8.4%Fund Size - 106
-
- Hybrid .
- Equity Savings .
-
- 773
-
22.1%Fund Size - 773
-
14.4%Fund Size - 773
-
13.3%Fund Size - 773
AMC Contact Details
SBI Mutual Fund
AUM:
8,28,312 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
More Funds from SBI Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 193
-
37%Fund Size - 193
-
27.3%Fund Size - 193
-
27.6%Fund Size - 193
-
- Debt .
- Fixed Maturity Plans .
-
- 242
-
11.2%Fund Size - 242
-
14.5%Fund Size - 242
-
14%Fund Size - 242
-
- Debt .
- Fixed Maturity Plans .
-
- 142
-
11.2%Fund Size - 142
-
14.5%Fund Size - 142
-
14%Fund Size - 142
-
- Debt .
- Fixed Maturity Plans .
-
- 159
-
11.2%Fund Size - 159
-
14.5%Fund Size - 159
-
14%Fund Size - 159
-
- Debt .
- Fixed Maturity Plans .
-
- 424
-
11.2%Fund Size - 424
-
14.5%Fund Size - 424
-
14%Fund Size - 424
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
39.3%Fund Size - 1,863
-
20.4%Fund Size - 1,863
-
18.8%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
31.1%Fund Size - 12,577
-
17.1%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 53,505
-
38.7%Fund Size - 53,505
-
22.1%Fund Size - 53,505
-
18%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 24,378
-
43.3%Fund Size - 24,378
-
26.3%Fund Size - 24,378
-
17.9%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 118
-
43.9%Fund Size - 118
-
21.2%Fund Size - 118
-
17.6%Fund Size - 118
Frequently Asked Questions
How to invest in SBI Equity Savings Fund – Direct Growth ?
You can invest in SBI Equity Savings Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Equity Savings Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Equity Savings Fund – Direct Growth ?
The NAV of SBI Equity Savings Fund – Direct Growth is ₹23.3 as of 16 April 2024.
How to redeem SBI Equity Savings Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of SBI Equity Savings Fund – Direct Growth?
The minimum SIP amount of SBI Equity Savings Fund – Direct Growth is ₹500
What are the top sectors SBI Equity Savings Fund – Direct Growth has invested in?
The top sectors SBI Equity Savings Fund – Direct Growth has invested in are
- Debt - 32.14%
- Banks - 17.12%
- Finance - 4.51%
- Petroleum Products - 4.36%
- Cement & Cement Products - 3.26%
Can I make investments in both the SIP and Lump Sum schemes of SBI Equity Savings Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of SBI Equity Savings Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have SBI Equity Savings Fund – Direct Growth generated ?
The SBI Equity Savings Fund – Direct Growth has delivered 10% since inception
What is the expense ratio of SBI Equity Savings Fund – Direct Growth ?
The expense ratio of SBI Equity Savings Fund – Direct Growth is 0.66 % as of 16 April 2024.
What is the AUM of SBI Equity Savings Fund – Direct Growth?
The AUM of SBI Equity Savings Fund – Direct Growth is ₹8,28,312 Cr as of 16 April 2024
What are the top stock holdings of SBI Equity Savings Fund – Direct Growth?
The top stock holdings of SBI Equity Savings Fund – Direct Growth are
- HDFC Bank - 8.45%
- Reliance Industr - 3.74%
- ICICI Bank - 3.73%
- Kotak Mah. Bank - 2.74%
- Adani Ports - 1.73%
How can I redeem my investments in SBI Equity Savings Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.