SBI Funds Management Private Limited

SBI Equity Savings Fund - Regular Plan - Growth

HybridEquity Savings Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return10.4%
  • 3 yr return13.1%
  • 5 yr return8.2%
  • Expense Ratio1.52%
  • Lock-in Period--
  • Exit Load0.1%
  • Fund Size (Cr)Rupees2256.4
  • NAVRupees18.6

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is 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.However There Is No Guarantee Or Assurance That The Investment Objective Of The Scheme Will Be Achieved.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • 7.38% CGL 2027 7.6
  • ICICI Bank Ltd. 6.9
  • Housing Development Finance Corporation Ltd. 3.5
  • Maruti Suzuki India Ltd. 3.2
  • Reliance Industries Ltd. 3.1
  • Bharti Telecom Ltd. 2.8
  • Adani Ports and Special Economic Zone Ltd. 2.7
  • Cholamandalam Investment & Finance Co. Ltd. 2.2
  • Cube Highways Trust 2.2
  • Citicorp Finance (India) Ltd. 2.2
  • L&T Metro Rail (Hyderabad) Ltd. 2.2
  • Sectors %
  • Banks16.5
  • Finance15.9
  • Govt-Sec8.6
  • Transporation7.6
  • Automobiles6.9

Fund House