SBI Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Moderately High Risk
14.37%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Sep 2023₹21.86
Min. SIP amount₹500
Rating3
Fund size₹2,757.61Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.2%14.4%10.6%9.8%
Category average10.9%11.2%8.0%NA
Rank with in category252NA
Understand terms

Holdings (92)

NameSectorInstrumentAssets
FinancialEquity6.2%
SovereignGOI Sec5.8%
FinancialEquity4.4%
FinancialEquity2.2%
ConstructionEquity2.2%
AutomobileEquity2.1%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture1.8%
Tata Communications Ltd.
CommunicationDebenture1.8%
ServicesInvITs1.8%
Citi Corp Finance Ltd
FinancialDebenture1.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.67%

Inclusive of GST

Exit load

Exit load of 0.10% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Nidhi Chawla
Jan 2022 - Present
View details

Education
Ms. Chawla holds BBS degree and has also done MBE and CFA.
Experience
She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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