Return
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- 6M
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹5,816 Cr
Lock In Period
N/A
Expense Ratio
1.51
Benchmark
Nifty Equity Savings Total Return
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.
Summary
Latest details for SBI Equity Savings Fund Growth include a ₹24.3535 NAV as of Mar 02,2026 and returns since inception of 39.58%. Minimum investments start at SIP ₹500. The SBI Equity Savings Fund Growth AUM is ₹5,816 Cr, with a lock-in of N/A years, expense ratio of 1.51%, and benchmark Nifty Equity Savings Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 0.73% returns, against a category average of -0.00% and a category best of 126.02%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.73 | -0.00 | 126.02 |
| 6M | 2.91 | 2.54 | 126.02 |
| 1Y | 11.15 | 6.73 | 126.02 |
| 3Y | 11.76 | 15.50 | 126.02 |
Portfolio Analysis
- Equity: 66.94%
- Debt: 28.56%
- Others
As on: 2026-01-31
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About Fund
SBI Equity Savings Fund Growth managed by SBI Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹5,816 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 1.51. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Equity Savings Fund (Growth Accum) Growth | 3 | 1195.2 CR | 2.51 |
| This FundEdelweiss Equity Savings Fund Growth | 4 | 1223.03 CR | 1.58 |
| This FundSBI Equity Savings Fund Growth | 3 | 5816.31 CR | 1.51 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Equity Savings Fund (Growth Accum) Growth | 7.5927 | 38.6408 |
| This FundEdelweiss Equity Savings Fund Growth | 9.9497 | 38.6563 |
| This FundSBI Equity Savings Fund Growth | 11.1456 | 39.5826 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
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 1.51. 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 : 2.91%
- 1 Year : 11.15%
- 3 Years : 11.76%
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 ₹5,816 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.
Min Inv Amount: ₹500