NK
Neeraj KumarFund Manager Since 27 May 2015
AllocationEquity Savings
SBI Equity Savings Regular Growth
3Y Annualised
10.11%
-0.70% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.06%
-0.70% 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)
This Fund
7 years 2 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹5670.63 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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
LIC MF Equity Savings Growth Option Direct
2.46%
2nd
LIC MF Equity Savings Direct Monthly Payout of Income Distribution cum Cap wdrl
2.46%
3rd
LIC MF Equity Savings Direct Monthly Reinvestment of Income Distribution cum Cap wdrl
2.46%
4th
LIC MF Equity Savings Direct Quarterly Reinvestment of Income Distribution cum Cap wdrl
2.46%
5th
LIC MF Equity Savings Direct Quarterly Payout of Income Distribution cum Cap wdrl
2.46%
22nd
SBI Equity Savings Regular Growth
2.06%
Fund Managers
NC
Nidhi ChawlaFund Manager Since 1 Jan 2022
MS
Mansi SajejaFund Manager Since 1 Jul 2021
About SBI Equity Savings Regular Growth
SBI Equity Savings Regular Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 9 years, having been launched on 2015-05-27. SBI Equity Savings Regular Growth has ₹5670.63 Cr worth of assets under management (AUM) as of Mon Apr 28 2025. The latest Net Asset Value (NAV) of SBI Equity Savings Regular Growth as of Fri Apr 25 2025 is ₹23.1719. The fund has an expense ratio of 1.43%, which is medium comparable to most other Allocation funds.
SBI Equity Savings Regular Growth returns for the last 1 year are 7.35%. Since launch, it has delivered 8.85% average annual returns.
The SBI Equity Savings Regular Growth has the majority of its money invested in Financial Services, Energy, null, Industrials sectors.
Top 5 Holdings of SBI Equity Savings Regular Growth.
- HDFC Bank Ltd: 9.12%
- Reliance Industries Ltd: 5.51%
- Future on HDFC Bank Ltd: 5.38%
- Kotak Mahindra Bank Ltd: 4.16%
- ICICI Bank Ltd: 3.01%
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 Regular 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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