SBI Quality Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Quality Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹2,578 Cr
N/A
2.35
For exit within 30 days from the date of allotment - 1 %.For exit after 30 days from the date of allotment - Nil.
NIFTY200 Quality 30 Total Return
SBI Quality Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.53 | -0.40 | 8.60 |
| 6M | 3.16 | 1.56 | 15.83 |
| 1Y | 0.00 | 3.12 | 85.04 |
| 3Y | 0.00 | 13.36 | 294.93 |
Portfolio Analysis
- Equity: 92.05%
- Debt: 7.95%
- Others
About Fund SBI Quality Fund Growth
SBI Quality Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹2,578 Crore. The fund benchmarks its performance against the NIFTY200 Quality 30 Total Return while maintaining an expense ratio of 2.35. Under the expert guidance of Anup Upadhyay ,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
Anup Upadhyay
Mr. Anup has done BTECH (Hons), PGDM. He has over 7 years experience with over years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst and currently is a fund manager.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Edelweiss Business Cycle Fund Growth | 0 | 1,344 CR | 2.78 |
| Motilal Oswal Special Opportunities Fund Growth | 0 | 108 CR | 3.05 |
| SBI Quality Fund Growth | 0 | 2,577 CR | 2.35 |
| HDFC Defence Fund Growth | 5 | 11,493 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Business Cycle Fund Growth | -3.5145 | 0 |
| This FundMotilal Oswal Special Opportunities Fund Growth | 12.2628 | 0 |
| This FundSBI Quality Fund Growth | 0 | 0 |
| This FundHDFC Defence Fund Growth | 15.0289 | 141.1614 |
| This FundNippon India Taiwan Equity Fund Growth | 82.5904 | 279.003 |
SBI Quality Fund Growth FAQs
- 1 Month : -2.53%
- 6 Months : 3.16%
- 1 Year : 0.00%
- 3 Years : 0.00%
