CASPeR Ranking #68
SBI Equity Savings Regular Growth
NAV (Fri Sep 13 2024)
₹23
Returns (Since Inception)
10.58%
Category Average
9.56%
Rating
3
Allocation and Holdings
Asset class
Weightage
Financial Services
16.33%
Unknown
17.38%
Real Estate
2.07%
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Overall rating
Scheme Information
Fund name
SBI Equity Savings Regular Growth
Minimum SIP
500
Risk Level
Moderately High risk
AUM
₹5088.38 Cr
ISIN
INF200KA1DA4
Inception Date
May 27 2015
Standard Deviation
4.84
Beta
-
Sharpe Ratio
0.914
Benchmark
NIFTY Equity Savings TR INR
Expense Ratio
1.190%
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.
Risk
Moderately High risk
Investment Objective
The scheme aims to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Fund Managers
Neeraj Kumar
Nidhi Chawla
Mansi Sajeja
About the AMC
SBI Funds Management Ltd
Phone Number
022 - 61793000Email Address
partnerforlife@sbimf.comCorporate Office Address
9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), MumbaiOverall AUM
₹5088.38 Cr
Website
www.sbimf.comPopular Allocation funds
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frequently asked questions
view all FAQsWhat is the current NAV of SBI Equity Savings Regular Growth?
The NAV of SBI Equity Savings Regular Growth is ₹23 as of Fri Sep 13 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
Who is the fund manager of SBI Equity Savings Regular Growth?
Neeraj Kumar is the current fund manager of SBI Equity Savings Regular Growth as on Tue Sep 17 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
What is the expense ratio of SBI Equity Savings Regular Growth?
The Expense Ratio of SBI Equity Savings Regular Growth is 119.00% as of Tue Sep 17 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 119.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
What is the minimum SIP amount of SBI Equity Savings Regular Growth?
The minimum Systematic Investment Plan (SIP) amount required for SBI Equity Savings Regular Growth is ₹500. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
What is the minimum lump sum amount required to invest in SBI Equity Savings Regular Growth?
To initiate a lump sum investment in SBI Equity Savings Regular Growth, a minimum initial amount of ₹1,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
What is risk category of the SBI Equity Savings Regular Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of SBI Equity Savings Regular Growth is classified as Moderately High risk.
What is the category of SBI Equity Savings Regular Growth?
The category of the SBI Equity Savings Regular Growth is Allocation.