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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹5,609 Cr

Lock In Period

N/A

Expense Ratio

1.53

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 ₹24.3934 NAV as of Apr 27,2026 and returns since inception of 36.26%. Minimum investments start at SIP ₹500. The SBI Equity Savings Fund Growth AUM is ₹5,609 Cr, with a lock-in of N/A years, expense ratio of 1.53%, 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 1.62% returns, against a category average of 1.65% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.621.65126.02
6M0.071.43126.02
1Y4.225.15126.02
3Y10.8615.65126.02

Portfolio Analysis

  • Equity: 66.42%
  • Debt: 28.98%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.6.29%
2. ICICI Bank Ltd.4.21%
3. Kotak Mahindra Bank Ltd.3.68%
4. Axis Bank Ltd.2.38%
5. RBL Bank Ltd.0.24%
6. IndusInd Bank Ltd.0.10%
7. Bandhan Bank Ltd.0.04%
8. The Federal Bank Ltd.0.00%

1. State Bank of India3.15%
2. Bank of Baroda1.71%
3. Punjab National Bank0.26%

1. Reliance Industries Ltd.4.81%
2. Indian Oil Corporation Ltd.0.02%
3. Hindustan Petroleum Corporation Ltd.0.01%
4. Bharat Petroleum Corporation Ltd.0.00%

1. Tech Mahindra Ltd.1.68%
2. Infosys Ltd.1.40%
3. Tata Consultancy Services Ltd.0.06%
4. Mphasis Ltd.0.02%

1. Aster DM Healthcare Ltd.1.35%
2. Apollo Hospitals Enterprise Ltd.1.26%

1. National Aluminium Company Ltd.1.74%
2. Hindalco Industries Ltd.0.75%

1. Bharti Airtel Ltd.2.29%

1. Larsen & Toubro Ltd.2.29%

1. Mahindra & Mahindra Ltd.1.61%
2. Maruti Suzuki India Ltd.0.65%

1. Oil & Natural Gas Corporation Ltd.1.96%

1. Bajaj Finserv Ltd.1.90%

1. Jindal Steel Ltd.1.71%

1. Godrej Consumer Products Ltd.0.79%
2. Colgate Palmolive (India) Ltd.0.56%
3. Hindustan Unilever Ltd.0.26%
4. Dabur India Ltd.0.08%

1. Sun Pharmaceutical Industries Ltd.1.15%
2. Divi's Laboratories Ltd.0.23%
3. Zydus Lifesciences Ltd.0.14%
4. Dr. Reddy's Laboratories Ltd.0.05%
5. Aurobindo Pharma Ltd.0.03%

1. Muthoot Finance Ltd.0.96%
2. Shriram Finance Ltd.0.41%
3. Bajaj Finance Ltd.0.18%
4. Cholamandalam Investment & Finance Co. Ltd.0.01%

1. JSW Steel Ltd.0.77%
2. Tata Steel Ltd.0.43%
3. Steel Authority of India Ltd.0.13%

1. Avenue Supermarts Ltd.1.06%

1. Samvardhana Motherson International Ltd.1.03%

About Fund

SBI Equity Savings Fund Growth managed by SBI Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹5,609 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 1.53. 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
This FundSundaram Equity Savings Fund (Growth Accum) Growth01070.66 CR2.51
This FundKotak Equity Savings Fund - Growth49467.97 CR1.75
This FundSBI Equity Savings Fund Growth35609.29 CR1.53
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundSundaram Equity Savings Fund (Growth Accum) Growth2.072334.8572
This FundKotak Equity Savings Fund - Growth5.516836.0631
This FundSBI Equity Savings Fund Growth4.223736.2598
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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 1.53. 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 : 1.62%
  • 6 Months : 0.07%
  • 1 Year : 4.22%
  • 3 Years : 10.86%
Returns of SBI Equity Savings Fund Growth are updated daily based on NAV of ₹ 24.3934 as on Apr 27,2026. Since inception, the return has been 36.26%.

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 ₹5,609 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