SBI Equity Savings Fund Growth Return

  • 1M
  • 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)

₹5,558 Cr

Lock In Period

N/A

Expense Ratio

2.02

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(%)
1M0.73-0.79126.02
6M1.341.04126.02
1Y3.953.30126.02
3Y8.238.93126.02

Portfolio Analysis

  • Equity: 69.63%
  • Debt: 25.02%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd.6.91%
2. ICICI Bank Ltd.6.19%
3. Kotak Mahindra Bank Ltd.6.14%
4. Axis Bank Ltd.1.59%
5. RBL Bank Ltd.0.32%
6. IndusInd Bank Ltd.0.18%
7. Bandhan Bank Ltd.0.05%
8. The Federal Bank Ltd.0.01%

1. Reliance Industries Ltd.5.51%
2. Indian Oil Corporation Ltd.0.02%
3. Hindustan Petroleum Corporation Ltd.0.02%
4. Bharat Petroleum Corporation Ltd.0.00%

1. LTM Ltd.1.57%
2. Tech Mahindra Ltd.1.43%
3. Infosys Ltd.1.27%

1. Aster DM Quality Care Ltd.1.67%
2. Apollo Hospitals Enterprise Ltd.1.54%

1. Bank of Baroda1.68%
2. State Bank of India1.25%
3. Punjab National Bank0.26%

1. Hindalco Industries Ltd.1.63%
2. National Aluminium Company Ltd.1.41%

1. Bharti Airtel Ltd.2.95%

1. Ultratech Cement Ltd.2.14%
2. Ambuja Cements Ltd.0.26%
3. Shree Cement Ltd.0.23%
4. Grasim Industries Ltd.0.02%
5. Dalmia Bharat Ltd.0.01%

1. Aurobindo Pharma Ltd.1.79%
2. Divi's Laboratories Ltd.0.31%
3. Sun Pharmaceutical Industries Ltd.0.21%
4. Zydus Lifesciences Ltd.0.19%
5. Glenmark Pharmaceuticals Ltd.0.01%

1. Larsen & Toubro Ltd.2.21%

1. HDFC Life Insurance Company Ltd.1.44%
2. SBI Life Insurance Co. Ltd.0.24%

1. Adani Green Energy Ltd.1.00%
2. Tata Power Company Ltd.0.50%
3. NTPC Ltd.0.11%

1. JSW Steel Ltd.0.77%
2. Tata Steel Ltd.0.42%
3. Steel Authority of India Ltd.0.29%

1. Godrej Consumer Products Ltd.0.53%
2. Colgate Palmolive (India) Ltd.0.50%
3. Hindustan Unilever Ltd.0.23%
4. Dabur India Ltd.0.08%

1. Mahindra & Mahindra Ltd.0.75%
2. Maruti Suzuki India Ltd.0.57%

1. Jindal Steel Ltd.1.16%

1. DLF Ltd.1.06%

1. Eicher Motors Ltd.1.03%
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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 ₹5,558 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.02. 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
UTI Equity Savings Fund Growth4840 CR2.03
HDFC Equity Savings Fund - Growth35,698 CR2.17
SBI Equity Savings Fund Growth35,557 CR2.02
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundUTI Equity Savings Fund Growth4.083725.9536
This FundHDFC Equity Savings Fund - Growth3.342526.2247
This FundSBI Equity Savings Fund Growth3.948126.7657
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 2.02. 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 : 0.73%
  • 6 Months : 1.34%
  • 1 Year : 3.95%
  • 3 Years : 8.23%
Returns of SBI Equity Savings Fund Growth are updated daily based on NAV of ₹ 24.8088 as on Aug 28,2026. Since inception, the return has been 26.77%.

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 ₹5,558 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.