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SBI Equity Savings Fund Growth Return

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  • 1Y
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  • 5Y
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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)

₹5,643 Cr

Lock In Period

N/A

Expense Ratio

1.5

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 ₹24.5858 as of 30 Jun, 2026. SBI Equity Savings Fund Growth has delivered 30.94% 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 ₹5,643 Cr. The expense ratio of the fund is 1.5%, 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 0.96% returns.

SBI Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.960.25126.02
6M1.141.73126.02
1Y2.654.56126.02
3Y9.4014.83126.02

Portfolio Analysis

  • Equity: 65.13%
  • Debt: 31.38%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Ltd.5.31%
2. Kotak Mahindra Bank Ltd.5.20%
3. HDFC Bank Ltd.5.01%
4. Axis Bank Ltd.2.57%
5. RBL Bank Ltd.0.29%
6. IndusInd Bank Ltd.0.16%
7. Bandhan Bank Ltd.0.06%
8. The Federal Bank Ltd.0.01%

1. State Bank of India3.08%
2. Bank of Baroda1.84%
3. Punjab National Bank0.27%

1. Reliance Industries Ltd.4.70%
2. Indian Oil Corporation Ltd.0.02%
3. Hindustan Petroleum Corporation Ltd.0.02%
4. Bharat Petroleum Corporation Ltd.0.00%

1. Aster DM Healthcare Ltd.1.46%
2. Apollo Hospitals Enterprise Ltd.1.39%

1. Larsen & Toubro Ltd.2.65%

1. National Aluminium Company Ltd.1.68%
2. Hindalco Industries Ltd.0.95%

1. Infosys Ltd.1.29%
2. Tech Mahindra Ltd.1.26%

1. Bharti Airtel Ltd.2.33%

1. HDFC Life Insurance Company Ltd.1.54%
2. SBI Life Insurance Co. Ltd.0.23%

1. JSW Steel Ltd.0.87%
2. Tata Steel Ltd.0.46%
3. Steel Authority of India Ltd.0.35%

1. Bajaj Finserv Ltd.1.43%

1. Samvardhana Motherson International Ltd.1.43%

1. Adani Green Energy Ltd.0.71%
2. Tata Power Company Ltd.0.54%
3. NTPC Ltd.0.12%

1. Colgate Palmolive (India) Ltd.0.54%
2. Godrej Consumer Products Ltd.0.50%
3. Hindustan Uever Ltd.0.24%
4. Dabur India Ltd.0.09%

1. Jindal Steel Ltd.1.25%

1. DLF Ltd.0.94%
2. Lodha Developers Ltd.0.20%

1. Mahindra & Mahindra Ltd.0.63%
2. Maruti Suzuki India Ltd.0.46%

1. Avenue Supermarts Ltd.1.08%

1. Sammaan Capital Ltd.0.96%
2. LIC Housing Finance Ltd.0.06%

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 ₹5,643 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 1.5. 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
Sundaram Equity Savings Fund (Growth Accum) Growth01064.37 CR2.51
Mahindra Manulife Equity Savings Fund Growth2525.67 CR2.41
SBI Equity Savings Fund Growth35642.66 CR1.5
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundSundaram Equity Savings Fund (Growth Accum) Growth0.408730.5052
This FundMahindra Manulife Equity Savings Fund Growth4.829730.698
This FundSBI Equity Savings Fund Growth2.651630.9427
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 1.5. 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 : 0.96%
  • 6 Months : 1.14%
  • 1 Year : 2.65%
  • 3 Years : 9.40%
Returns of SBI Equity Savings Fund Growth are updated daily based on NAV of ₹ 24.5858 as on Jun 29,2026. Since inception, the return has been 30.94%.

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 ₹5,643 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.