INF200KA1DA4

CASPeR Ranking #58

SBI Equity Savings Regular Growth

Moderately High risk Equity Savings Allocation

NAV (Mon Jan 13 2025)

₹23

Returns (Since Inception)

8.74%

Category Average

7.98%

Rating

3

Allocation and Holdings

Asset class

Weightage

Financial Services

13.42%

Unknown

16.14%

Energy

3.65%

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Overall rating

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Scheme Information

Fund name

SBI Equity Savings Regular Growth


Minimum SIP

500


Risk Level

Moderately High risk


AUM

₹5870.24 Cr


ISIN

INF200KA1DA4


Inception Date

May 27 2015


Standard Deviation

4.893


Beta

-


Sharpe Ratio

0.791


Benchmark

NIFTY Equity Savings TR INR


Expense Ratio

1.420%


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 - 61793000


Corporate Office Address

9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai

Overall AUM

₹5870.24 Cr


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