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SBI Equity Savings Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹5,610 Cr

Lock In Period

N/A

Expense Ratio

1.98

Exit Load

For exit on or before 15 days from the date of allotment 0.10%.For exit after 15 days from the date of allotment - Nil.

Benchmark

Nifty Equity Savings Total Return

SBI Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.360.57126.02
6M1.222.42126.02
1Y1.714.75126.02
3Y8.7615.05126.02

Portfolio Analysis

  • Equity: 66.09%
  • Debt: 28.67%
  • Others
As on: 2026-06-30
View allocation % by

1. Kotak Mahindra Bank Ltd.6.11%
2. ICICI Bank Ltd.5.87%
3. HDFC Bank Ltd.5.59%
4. Axis Bank Ltd.1.44%
5. RBL Bank Ltd.0.31%
6. IndusInd Bank Ltd.0.16%
7. Bandhan Bank Ltd.0.06%
8. The Federal Bank Ltd.0.01%

1. Reliance Industries Ltd.5.17%
2. Indian Oil Corporation Ltd.0.02%
3. Hindustan Petroleum Corporation Ltd.0.02%
4. Bharat Petroleum Corporation Ltd.0.00%

1. State Bank of India3.07%
2. Bank of Baroda1.87%
3. Punjab National Bank0.24%

1. LTM Ltd.1.26%
2. Tech Mahindra Ltd.1.20%
3. Infosys Ltd.1.12%

1. Aster DM Healthcare Ltd.1.58%
2. Apollo Hospitals Enterprise Ltd.1.48%

1. Hindalco Industries Ltd.1.58%
2. National Aluminium Company Ltd.1.35%

1. Ultratech Cement Ltd.2.01%
2. Ambuja Cements Ltd.0.25%
3. Shree Cement Ltd.0.22%
4. Grasim Industries Ltd.0.02%
5. Dalmia Bharat Ltd.0.01%

1. Bharti Airtel Ltd.2.38%

1. Larsen & Toubro Ltd.2.30%

1. HDFC Life Insurance Company Ltd.1.49%
2. SBI Life Insurance Co. Ltd.0.23%

1. Adani Green Energy Ltd.1.07%
2. Tata Power Company Ltd.0.50%
3. NTPC Ltd.0.12%

1. JSW Steel Ltd.0.74%
2. Tata Steel Ltd.0.42%
3. Steel Authority of India Ltd.0.30%

1. Godrej Consumer Products Ltd.0.50%
2. Colgate Palmolive (India) Ltd.0.48%
3. Hindustan Uever Ltd.0.23%
4. Dabur India Ltd.0.08%

1. DLF Ltd.0.99%
2. Lodha Developers Ltd.0.27%

1. Mahindra & Mahindra Ltd.0.67%
2. Maruti Suzuki India Ltd.0.56%

1. Avenue Supermarts Ltd.1.17%

1. Jindal Steel Ltd.1.10%

About Fund SBI Equity Savings Fund Growth

SBI Equity Savings Fund Growth managed by SBI Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹5,610 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 1.98. Under the expert guidance of Nidhi Chawla ,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

Nidhi Chawla

Ms. Nidhi Chawla holds BBS degree and has also done MBE and CFA. She has over 7 years experience in Mutual Fund Industry. She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Equity Savings Fund Growth1875 CR2.69
Mahindra Manulife Equity Savings Fund Growth2530 CR2.75
SBI Equity Savings Fund Growth35,610 CR1.98
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundAxis Equity Savings Fund Growth3.835728.0467
This FundMahindra Manulife Equity Savings Fund Growth4.622128.0841
This FundSBI Equity Savings Fund Growth1.714628.651
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

SBI Equity Savings Fund Growth FAQs

SBI Equity Savings 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 Equity Savings Fund Growth is 1.98. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : 0.36%
  • 6 Months : 1.22%
  • 1 Year : 1.71%
  • 3 Years : 8.76%
Returns of SBI Equity Savings Fund Growth are updated daily based on NAV of ₹ 24.7231 as on Jul 17,2026. Since inception, the return has been 28.65%.

You can invest in SBI Equity Savings 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 Equity Savings Fund Growth is ₹5,610 crore. It changes based on market performance, inflows, and outflows.

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