SBI Equity Savings Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Equity Savings Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹5,413 Cr
N/A
2.03
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.
Nifty Equity Savings Total Return
SBI Equity Savings Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.23 | -1.46 | 126.02 |
| 6M | -0.32 | 0.86 | 126.02 |
| 1Y | 0.42 | 2.72 | 126.02 |
| 3Y | 6.70 | 12.81 | 126.02 |
Portfolio Analysis
- Equity: 66.25%
- Debt: 28.13%
- Others
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 ₹5,413 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.03. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Equity Savings Fund (Growth Accum) Growth | 0 | 943 CR | 2.51 |
| Invesco India Equity Savings Fund Growth | 1 | 268 CR | 2.97 |
| SBI Equity Savings Fund Growth | 3 | 5,412 CR | 2.03 |
| Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Equity Savings Fund (Growth Accum) Growth | -3.8692 | 20.4942 |
| This FundInvesco India Equity Savings Fund Growth | -3.2593 | 20.8922 |
| This FundSBI Equity Savings Fund Growth | 0.4211 | 21.4852 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
SBI Equity Savings Fund Growth FAQs
- 1 Month : -1.23%
- 6 Months : -0.32%
- 1 Year : 0.42%
- 3 Years : 6.70%
