SBI Equity Savings Fund - Regular Plan - Growth
Fund House: SBI Mutual Fund
Category: Hybrid: Equity Savings
Status: Open Ended Schemes
Launch Date: 01-05-2015
Minimum Investment: 1000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: NIFTY Equity Savings TRI
Total Assets: 6005.01 As on (28-11-2025)
Expense Ratio: 1.55% As on (28-11-2025)
Turn over: 81.00% | Exit Load:
NAV as on 11-12-2025
24.3396
0.0296
CAGR Since Inception
8.86%
NIFTY Equity Savings TRI 9.65%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Equity Savings Fund - Regular Plan - Growth | 3.59 | 10.97 | 10.11 | 9.14 | 8.86 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 4.99 | 9.69 | 9.26 | 8.2 | 7.76 |
Funds Manager
Mr. Neeraj Kumar - Arbitrage, Ms. Mansi Sajeja, Ms. Nidhi Chawla., Ms. Vandna Soni,
RETURNS CALCULATORS for SBI Equity Savings Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
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PORTFOLIO ANALYSIS of SBI Equity Savings Fund - Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Equity Savings Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Equity Savings Reg Gr | 01-05-2015 | 3.59 | 8.8 | 10.97 | 10.11 | 9.14 |
| ABSL Equity Savings Reg Gr | 10-11-2014 | 8.38 | 8.95 | 8.99 | 8.35 | 8.27 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 7.79 | 10.92 | 10.88 | 10.0 | 9.28 |
| ICICI Pru Equity Savings Cum | 05-12-2014 | 7.78 | 8.65 | 8.88 | 8.79 | 8.55 |
| UTI Equity Savings Reg Gr | 30-08-2018 | 6.65 | 9.25 | 10.57 | 10.71 | 0.0 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 6.24 | 10.27 | 10.78 | 10.76 | 0.0 |
| Bandhan Equity Savings Reg Gr | 09-06-2008 | 5.89 | 7.3 | 7.65 | 7.28 | 6.59 |
| Tata Equity Savings Reg Gr | 26-04-1997 | 5.31 | 9.43 | 9.57 | 8.97 | 7.84 |
| Mahindra Manulife Equity Savings Reg Gr | 05-02-2017 | 5.21 | 8.32 | 9.5 | 10.03 | 0.0 |
| PGIM India Equity Savings Gr | 29-01-2004 | 5.19 | 6.94 | 7.04 | 7.67 | 7.17 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Equity Savings Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Equity Savings Fund - Regular Plan - Growth | 4.73 | 0.99 | 1.68 | 0.94 | 7.67 | 2.61 |
| Hybrid: Equity Savings | - | - | - | - | - | - |