SBI Equity Savings Direct Growth
3Y Annualised
13.14%
-0.26% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.45%
-0.26% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 7 months
4 years 7 months
9 years 7 months
Fund info
Fund size
₹5585.84 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.001%
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.
Risk Profile
Moderately High risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
3rd
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
4th
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
5th
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
26th
SBI Equity Savings Direct Growth
Fund Managers
About SBI Equity Savings Direct Growth
SBI Equity Savings Direct Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 10 years, having been launched on 2015-05-27. SBI Equity Savings Direct Growth has ₹5585.84 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of SBI Equity Savings Direct Growth as of Fri Jul 18 2025 is ₹26.641. The fund has an expense ratio of 1.01%, which is medium comparable to most other Allocation funds.
SBI Equity Savings Direct Growth returns for the last 1 year are 7.45%. Since launch, it has delivered 10.14% average annual returns.
The SBI Equity Savings Direct Growth has the majority of its money invested in Financial Services, Energy, null, Industrials, Real Estate sectors.
Top 5 Holdings of SBI Equity Savings Direct Growth.
- HDFC Bank Ltd: 9.78%
- Reliance Industries Ltd: 5.86%
- Future on HDFC Bank Ltd: 5.26%
- Kotak Mahindra Bank Ltd: 3.84%
- Bharti Telecom Limited: 2.77%
AMC Information
Name | SBI Funds Management Ltd |
---|---|
Founding Date | 2015-05-27 |
partnerforlife@sbimf.com | |
Phone | 022 - 61793000 |
Website | www.sbimf.com |
Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Equity Savings Direct Growth
Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
---|---|
Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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