SBI Edge Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

SBI Edge Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹9 Cr

Lock In Period

N/A

Expense Ratio

2.14

Exit Load

1.00% for exit within 1 year from the date of allotment.

Benchmark

BSE Sensex

SBI Edge Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.770.00
6M0.002.950.00
1Y0.005.530.00
3Y0.0016.330.00

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
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About Fund SBI Edge Fund Growth

SBI Edge Fund Growth managed by SBI Mutual Fund,is a Equity - Balanced Fundscheme with Assets Under Management of ₹9 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 2.14. Under the expert guidance of Ruchit Mehta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ruchit Mehta

Mr. Ruchit has done B.Com, MSc Finance. CFA Charter holder. Ruchit Has over 7 year experience in the industry primarily as a research analyst. Experience over the last 7 years: April 2010 - till date: Chief Manager Investments (Research) with SBI Funds Management Pvt. Ltd. May 2006 - March 2010: AVP & Assistant Fund Manager, HSBC Asset Management Pvt. Ltd. July 2004 - May 2006: Analyst, ASK Raymond James & Associates Pvt. Ltd. Feb 2004 - July 2004: Associate, Prabhudas Lilladher Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Blended Plan A Growth0325 CR0.92
Fund Name1Y3Y
This FundICICI Prudential Blended Plan A Growth

SBI Edge Fund Growth FAQs

SBI Edge Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Edge Fund Growth is 2.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Edge Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of SBI Edge Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in SBI Edge Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Edge Fund Growth is ₹9 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Edge Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.