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SBI Equity Savings Fund Growth Return

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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)

₹5,700 Cr

Lock In Period

N/A

Expense Ratio

2.56

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

Summary

SBI Equity Savings Fund Growth NAV is ₹24.3250 as of 21 May, 2026. SBI Equity Savings Fund Growth has delivered 33.28% returns since its launch. The minimum SIP investment amount in SBI Equity Savings Fund Growth is ₹500. The AUM of SBI Equity Savings Fund Growth is ₹5,700 Cr. The expense ratio of the fund is 2.56%, and its benchmark is Nifty Equity Savings Total Return. The current exit load of the fund is 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.. In the last 1M months, SBI Equity Savings Fund Growth has delivered -0.70% returns.

SBI Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.70-0.08126.02
6M-0.811.54126.02
1Y2.824.88126.02
3Y10.0516.03126.02

Portfolio Analysis

  • Equity: 67.05%
  • Debt: 29.49%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd.5.29%
2. HDFC Bank Ltd.5.14%
3. Kotak Mahindra Bank Ltd.3.66%
4. Axis Bank Ltd.2.51%
5. RBL Bank Ltd.0.28%
6. IndusInd Bank Ltd.0.12%
7. Bandhan Bank Ltd.0.06%
8. The Federal Bank Ltd.0.01%

1. State Bank of India3.38%
2. Bank of Baroda1.79%
3. Punjab National Bank0.28%

1. Reliance Industries Ltd.5.04%
2. Indian Oil Corporation Ltd.0.02%
3. Hindustan Petroleum Corporation Ltd.0.01%
4. Bharat Petroleum Corporation Ltd.0.00%

1. Aster DM Healthcare Ltd.1.39%
2. Apollo Hospitals Enterprise Ltd.1.28%

1. Larsen & Toubro Ltd.2.58%

1. Infosys Ltd.1.30%
2. Tech Mahindra Ltd.1.24%
3. Mphasis Ltd.0.02%

1. National Aluminium Company Ltd.1.56%
2. Hindalco Industries Ltd.0.87%

1. Bharti Airtel Ltd.2.38%

1. Mahindra & Mahindra Ltd.1.66%
2. Maruti Suzuki India Ltd.0.46%

1. Oil & Natural Gas Corporation Ltd.2.03%

1. Bajaj Finserv Ltd.2.00%

1. Godrej Consumer Products Ltd.0.84%
2. Colgate Palmolive (India) Ltd.0.64%
3. Hindustan Uever Ltd.0.28%
4. Dabur India Ltd.0.08%

1. Sun Pharmaceutical Industries Ltd.1.17%
2. Divi's Laboratories Ltd.0.25%
3. Zydus Lifesciences Ltd.0.15%
4. Aurobindo Pharma Ltd.0.03%

1. JSW Steel Ltd.0.85%
2. Tata Steel Ltd.0.46%
3. Steel Authority of India Ltd.0.16%

1. Muthoot Finance Ltd.1.02%
2. Shriram Finance Ltd.0.38%
3. Bajaj Finance Ltd.0.05%
4. Cholamandalam Investment & Finance Co. Ltd.0.01%

1. Adani Green Energy Ltd.0.58%
2. Tata Power Company Ltd.0.56%
3. NTPC Ltd.0.13%
4. JSW Energy Ltd.0.00%

1. Jindal Steel Ltd.1.25%

1. Avenue Supermarts Ltd.1.21%

1. Samvardhana Motherson International Ltd.1.17%

1. DLF Ltd.0.92%
2. Lodha Developers Ltd.0.19%

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 ₹5,700 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.56. 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
Mahindra Manulife Equity Savings Fund Growth2531.15 CR2.41
Tata Equity Savings Fund - Growth2284.62 CR1.15
SBI Equity Savings Fund Growth35699.99 CR2.56
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundMahindra Manulife Equity Savings Fund Growth3.526731.5011
This FundTata Equity Savings Fund - Growth6.881732.5526
This FundSBI Equity Savings Fund Growth2.820833.2772
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 2.56. 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 : -0.70%
  • 6 Months : -0.81%
  • 1 Year : 2.82%
  • 3 Years : 10.05%
Returns of SBI Equity Savings Fund Growth are updated daily based on NAV of ₹ 24.3250 as on May 19,2026. Since inception, the return has been 33.28%.

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 ₹5,700 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.