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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

Fund Managers

NK
Neeraj KumarFund Manager Since 27 May 2015
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.

  1. HDFC Bank Ltd: 9.12%
  2. Reliance Industries Ltd: 5.51%
  3. Future on HDFC Bank Ltd: 5.38%
  4. Kotak Mahindra Bank Ltd: 4.16%
  5. ICICI Bank Ltd: 3.01%

AMC Information

NameSBI Funds Management Ltd
Founding Date2015-05-27
Emailpartnerforlife@sbimf.com
Phone022 - 61793000
Websitewww.sbimf.com
Address9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai

Tax Implications of SBI Equity Savings Regular Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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₹1,000+ cr

AUM

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