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

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹5,486 Cr

Lock In Period

N/A

Expense Ratio

2.01

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(%)
1M-0.46-1.05126.02
6M2.683.27126.02
1Y1.974.02126.02
3Y7.2913.29126.02

Portfolio Analysis

  • Equity: 67.02%
  • Debt: 27.46%
  • Others
As on: 2026-08-31
View allocation % by

1. Kotak Mahindra Bank Ltd.6.68%
2. HDFC Bank Ltd.5.73%
3. ICICI Bank Ltd.4.99%
4. Axis Bank Ltd.1.70%
5. RBL Bank Ltd.0.33%
6. IndusInd Bank Ltd.0.19%
7. Bandhan Bank Ltd.0.05%

1. Reliance Industries Ltd.5.35%
2. Indian Oil Corporation Ltd.0.02%
3. Hindustan Petroleum Corporation Ltd.0.01%
4. Bharat Petroleum Corporation Ltd.0.00%

1. Life Insurance Corporation of India2.39%
2. HDFC Life Insurance Company Ltd.1.43%
3. SBI Life Insurance Co. Ltd.0.19%

1. Bharti Airtel Ltd.3.64%

1. Hindalco Industries Ltd.1.72%
2. National Aluminium Company Ltd.1.55%

1. Bank of Baroda1.67%
2. State Bank of India1.31%
3. Punjab National Bank0.27%

1. Aster DM Quality Care Ltd.1.56%
2. Apollo Hospitals Enterprise Ltd.1.51%

1. Aurobindo Pharma Ltd.1.97%
2. Divi's Laboratories Ltd.0.37%
3. Sun Pharmaceutical Industries Ltd.0.21%
4. Zydus Lifesciences Ltd.0.20%
5. Glenmark Pharmaceuticals Ltd.0.01%

1. Ultratech Cement Ltd.2.09%
2. Ambuja Cements Ltd.0.24%
3. Shree Cement Ltd.0.20%
4. Grasim Industries Ltd.0.02%

1. Mahindra & Mahindra Ltd.1.93%
2. Maruti Suzuki India Ltd.0.55%

1. Eicher Motors Ltd.1.93%

1. JSW Steel Ltd.0.81%
2. Tata Steel Ltd.0.42%
3. Steel Authority of India Ltd.0.34%

1. Adani Green Energy Ltd.0.89%
2. Tata Power Company Ltd.0.46%
3. NTPC Ltd.0.11%

1. Infosys Ltd.1.29%

1. Jindal Steel Ltd.1.27%

1. Colgate Palmolive (India) Ltd.0.46%
2. Godrej Consumer Products Ltd.0.45%
3. Hindustan Uever Ltd.0.22%
4. Dabur India Ltd.0.08%

1. DLF Ltd.1.13%
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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 ₹5,486 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.01. 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
DSP Equity Savings Fund Growth53,306 CR1.96
Aditya Birla Sun Life Equity Savings Fund Growth21,129 CR1.7
SBI Equity Savings Fund Growth35,485 CR2.01
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundDSP Equity Savings Fund Growth0.897722.8759
This FundAditya Birla Sun Life Equity Savings Fund Growth4.028623.2238
This FundSBI Equity Savings Fund Growth1.974923.4879
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 2.01. 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 : -0.46%
  • 6 Months : 2.68%
  • 1 Year : 1.97%
  • 3 Years : 7.29%
Returns of SBI Equity Savings Fund Growth are updated daily based on NAV of ₹ 24.6661 as on Sep 17,2026. Since inception, the return has been 23.49%.

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 ₹5,486 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.