How to Invest in SBI Equity Savings Fund Direct IDCW Quarterly?

You can easily invest in SBI Equity Savings Fund Direct IDCW Quarterly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for SBI Equity Savings Fund Direct IDCW Quarterly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in SBI Equity Savings Fund Direct IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does SBI Equity Savings Fund Direct IDCW Quarterly provide?

The SBI Equity Savings Fund Direct IDCW Quarterly has been there from 27 May 2015 and the average annual returns provided by this fund is 1.44% since its inception.

How much expense ratio is charged by SBI Equity Savings Fund Direct IDCW Quarterly?

The term Expense Ratio used for SBI Equity Savings Fund Direct IDCW Quarterly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of SBI Equity Savings Fund Direct IDCW Quarterly is 0.66% as of 21 Mar 2023...

What is the AUM of SBI Equity Savings Fund Direct IDCW Quarterly?

The AUM, short for Assets Under Management of SBI Equity Savings Fund Direct IDCW Quarterly is ₹2,264.25Cr as of 21 Mar 2023.

How to Redeem SBI Equity Savings Fund Direct IDCW Quarterly?

If you want to sell your SBI Equity Savings Fund Direct IDCW Quarterly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of SBI Equity Savings Fund Direct IDCW Quarterly?

You can select either SIP or Lumpsum investment of SBI Equity Savings Fund Direct IDCW Quarterly based on your investment objective and risk tolerance.

What is the NAV of SBI Equity Savings Fund Direct IDCW Quarterly?

The NAV of SBI Equity Savings Fund Direct IDCW Quarterly is ₹17.99 as of 20 Mar 2023.

What is the PE and PB ratio of SBI Equity Savings Fund Direct IDCW Quarterly?

The PE ratio ratio of SBI Equity Savings Fund Direct IDCW Quarterly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

SBI Equity Savings Fund Direct IDCW Quarterly - NAV, Mutual Fund Performance & Portfolio

SBI Equity Savings Fund Direct IDCW Quarterly
Hybrid
Equity Savings
Moderately High Risk
Payout
14.37%
3Y annualised
-0.27% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 20 Mar 2023₹17.99
Min. SIP amountNot Supported
Rating3
Fund size₹2,264.25Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.4%14.4%7.9%8.6%
Category average2.0%11.9%6.5%NA
Rank with in category1877NA
Understand terms
Holdings (76)NameSectorInstrumentAssets
GOISovereignGOI Sec9.5%
ICICI Bank Ltd.FinancialEquity6.7%
Reliance Industries Ltd.EnergyEquity3.5%
Maruti Suzuki India Ltd.AutomobileEquity3.4%
Housing Development Finance Corporation Ltd.FinancialEquity3.4%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.2%
Kotak Mahindra Bank Ltd.FinancialEquity2.2%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture2.2%
Bharti Telecom Ltd.
CommunicationDebenture2.2%
Citi Corp Finance Ltd
FinancialDebenture2.2%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Hybrid Equity Savings
Pros
Cons
3Y and 5Y annualised returns higher than category average
1Y annualised returns lower than category average by 0.6%
Lower expense ratio: 0.66%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
0.67%
31 Jan 2023 - 28 Feb 2023
0.66%
31 Dec 2022 - 31 Jan 2023
0.66%
31 Dec 2022 - 31 Dec 2022
0.66%
30 Nov 2022 - 31 Dec 2022
0.69%
30 Nov 2022 - 30 Nov 2022
0.69%
30 Nov 2022 - 30 Nov 2022
0.69%
31 Oct 2022 - 30 Nov 2022
0.66%
31 Oct 2022 - 31 Oct 2022
0.66%
31 Oct 2022 - 31 Oct 2022
0.66%
30 Sep 2022 - 31 Oct 2022
0.66%
30 Sep 2022 - 30 Sep 2022
0.66%
30 Sep 2022 - 30 Sep 2022
0.66%
31 Aug 2022 - 30 Sep 2022
0.66%
31 Aug 2022 - 31 Aug 2022
0.66%
31 Jul 2022 - 31 Aug 2022
0.64%
31 Jul 2022 - 31 Jul 2022
0.64%
30 Jun 2022 - 31 Jul 2022
0.64%
30 Jun 2022 - 30 Jun 2022
0.64%
31 May 2022 - 30 Jun 2022
0.64%
31 May 2022 - 31 May 2022
0.64%
30 Apr 2022 - 31 May 2022
0.64%
30 Apr 2022 - 30 Apr 2022
0.64%
31 Mar 2022 - 30 Apr 2022
0.65%
31 Mar 2022 - 31 Mar 2022
0.65%
28 Feb 2022 - 31 Mar 2022
0.64%
28 Feb 2022 - 28 Feb 2022
0.64%
31 Jan 2022 - 28 Feb 2022
0.63%
31 Dec 2021 - 31 Jan 2022
0.63%
30 Nov 2021 - 31 Dec 2021
0.63%
31 Oct 2021 - 30 Nov 2021
0.67%
30 Sep 2021 - 31 Oct 2021
0.67%
31 Aug 2021 - 30 Sep 2021
0.67%
31 Jul 2021 - 31 Aug 2021
0.69%
30 Jun 2021 - 31 Jul 2021
0.69%
31 May 2021 - 30 Jun 2021
1.02%
30 Apr 2021 - 31 May 2021
1.02%
31 Mar 2021 - 30 Apr 2021
1.03%
28 Feb 2021 - 31 Mar 2021
1.03%
31 Jan 2021 - 28 Feb 2021
1.03%
31 Dec 2020 - 31 Jan 2021
1.03%
30 Nov 2020 - 31 Dec 2020
1.03%
31 Oct 2020 - 30 Nov 2020
1.03%
30 Sep 2020 - 31 Oct 2020
1.02%
31 Aug 2020 - 30 Sep 2020
1.03%
31 Jul 2020 - 31 Aug 2020
1.03%
30 Jun 2020 - 31 Jul 2020
1.01%
31 May 2020 - 30 Jun 2020
1.01%
30 Apr 2020 - 31 May 2020
1.02%
31 Mar 2020 - 30 Apr 2020
1.03%
29 Feb 2020 - 31 Mar 2020
1.03%
31 Jan 2020 - 29 Feb 2020
1.03%
31 Dec 2019 - 31 Jan 2020
1.03%
30 Nov 2019 - 31 Dec 2019
1.03%
31 Oct 2019 - 30 Nov 2019
1.03%
30 Sep 2019 - 31 Oct 2019
1.03%
31 Aug 2019 - 30 Sep 2019
1.03%
31 Jul 2019 - 31 Aug 2019
1.02%
30 Jun 2019 - 31 Jul 2019
1.01%
31 May 2019 - 30 Jun 2019
1.00%
30 Apr 2019 - 31 May 2019
1.08%
31 Mar 2019 - 30 Apr 2019
1.08%
28 Feb 2019 - 31 Mar 2019
0.73%
31 Jan 2019 - 28 Feb 2019
0.49%
31 Dec 2018 - 31 Jan 2019
0.44%
30 Nov 2018 - 31 Dec 2018
0.50%
31 Oct 2018 - 30 Nov 2018
0.53%
30 Sep 2018 - 31 Oct 2018
0.53%
31 Aug 2018 - 30 Sep 2018
0.53%
31 Jul 2018 - 31 Aug 2018
0.53%
30 Jun 2018 - 31 Jul 2018
0.53%
31 May 2018 - 30 Jun 2018
0.60%
30 Apr 2018 - 31 May 2018
0.60%
31 Mar 2018 - 30 Apr 2018
0.60%
28 Feb 2018 - 31 Mar 2018
0.59%
31 Jan 2018 - 28 Feb 2018
0.60%
31 Dec 2017 - 31 Jan 2018
0.62%
30 Nov 2017 - 31 Dec 2017
0.62%
31 Oct 2017 - 30 Nov 2017
0.63%
Expense ratio, exit load and taxExpense ratio: 0.66%Inclusive of GST
Exit loadExit load of 0.10% if redeemed within 15 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementNidhi 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
SBI Infrastructure Fund IDCW
SBI Infrastructure Fund Growth
SBI Tax Advantage Fund Series II Growth
SBI Tax Advantage Fund Series II IDCW
SBI Infrastructure Fund Direct IDCW
SBI Infrastructure Fund Direct Growth
SBI Tax Advantage Fund Series III Direct IDCW
SBI Tax Advantage Fund Series III Direct Growth
SBI Tax Advantage Fund Series III Regular IDCW
SBI Tax Advantage Fund Series III Regular Growth
SBI Equity Savings Fund Regular IDCW Monthly
SBI Equity Savings Fund Direct IDCW Quarterly
SBI Equity Savings Fund Direct IDCW Monthly
SBI Equity Savings Fund Regular IDCW Quarterly
SBI Equity Savings Fund Direct Growth
SBI Equity Savings Fund Regular Growth
SBI Long Term Advantage Fund Series IV Direct IDCW
SBI Long Term Advantage Fund Series IV Direct Growth
SBI Long Term Advantage Fund Series IV Regular Growth
SBI Long Term Advantage Fund Series IV Regular IDCW
SBI Capital Protection Oriented Fund Series A (Plan 1) Regular Growth
SBI Capital Protection Oriented Fund Series A (Plan 1) Direct Growth
SBI Capital Protection Oriented Fund Series A (Plan 2) Direct Growth
SBI Capital Protection Oriented Fund Series A (Plan 2) Regular Growth
SBI Capital Protection Oriented Fund Series A (Plan 3) Regular Growth
SBI Capital Protection Oriented Fund Series A (Plan 3) Direct Growth
SBI Capital Protection Oriented Fund Series A (Plan 4) Direct Growth
SBI Capital Protection Oriented Fund Series A (Plan 4) Regular Growth
SBI Capital Protection Oriented Fund Series A (Plan 5) Direct Growth
SBI Capital Protection Oriented Fund Series A (Plan 5) Regular Growth
SBI Capital Protection Oriented Fund Series A (Plan 6) Regular Growth
SBI Capital Protection Oriented Fund Series A (Plan 6) Direct Growth
SBI Capital Protection Oriented Fund Series A (Plan 7) Regular Growth
SBI Capital Protection Oriented Fund Series A (Plan 7) Direct Growth
SBI Capital Protection Oriented Fund Series A (Plan 8) Regular Growth
SBI Capital Protection Oriented Fund Series A (Plan 8) Direct Growth
Neeraj Kumar
May 2015 - Present
View details
Education
Mr.Kumar is a B.Com(H) and ACA.
Experience
Prior to joining SBI AMC he has worked with SBI Funds Management Pvt. Ltd. and LIC.
Also manages these schemes
SBI Arbitrage Opportunities Fund Growth
SBI Arbitrage Opportunities Fund IDCW
SBI Arbitrage Opportunities Fund Direct IDCW
SBI Arbitrage Opportunities Fund Direct Growth
SBI Equity Savings Fund Regular IDCW Monthly
SBI Equity Savings Fund Direct IDCW Quarterly
SBI Equity Savings Fund Direct IDCW Monthly
SBI Equity Savings Fund Regular IDCW Quarterly
SBI Equity Savings Fund Direct Growth
SBI Equity Savings Fund Regular Growth
Mansi Sajeja
Jun 2021 - Present
View details
Education
Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.
Experience
Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.
Also manages these schemes
SBI Conservative Hybrid Fund IDCW Monthly
SBI Conservative Hybrid Fund IDCW Quarterly
SBI Conservative Hybrid Fund IDCW Yearly
SBI Conservative Hybrid Fund Growth
SBI Credit Risk Fund Growth
SBI Credit Risk Fund IDCW Quarterly
SBI Credit Risk Fund IDCW Daily
SBI Credit Risk Fund Direct IDCW Daily
SBI Credit Risk Fund Direct IDCW Quarterly
SBI Credit Risk Fund Direct Growth
SBI Conservative Hybrid Fund Direct IDCW Quarterly
SBI Conservative Hybrid Fund Direct IDCW Yearly
SBI Conservative Hybrid Fund Direct IDCW Monthly
SBI Conservative Hybrid Fund Direct Growth
SBI Equity Savings Fund Regular IDCW Monthly
SBI Equity Savings Fund Direct IDCW Quarterly
SBI Equity Savings Fund Direct IDCW Monthly
SBI Equity Savings Fund Regular IDCW Quarterly
SBI Equity Savings Fund Direct Growth
SBI Equity Savings Fund Regular Growth
Fund house & investment objective
SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM₹6,43,285.27Cr
Date of Incorporation29 Jun 1987
 SBI Equity Savings Fund Direct IDCW Quarterly is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Ruchit Mehta, Neeraj Kumar is the Current Fund Manager of SBI Equity Savings Fund Direct IDCW Quarterly fund. The fund currently has an Asset Under Management(AUM) of ₹6,43,285 Cr and the Latest NAV as of 20 Mar 2023 is ₹17.99.
The SBI Equity Savings Fund Direct IDCW Quarterly is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Exit load of 0.10% if redeemed within 15 days.
;
Investment ObjectiveThe scheme seeks 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.
;
Fund benchmarkNIFTY Equity Savings Total Return Index
Scheme Information Document(SID)
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
[email protected]
Website
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,
Email
[email protected]
Website
www.camsonline.com
Compare funds
SBI Equity Savings Fund Direct IDCW Quarterly
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	1.4%	14.4%	7.9%	8.6%
Category average	2.0%	11.9%	6.5%	NA
Rank with in category	18	7	7	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	9.5%
ICICI Bank Ltd.	Financial	Equity	6.7%
Reliance Industries Ltd.	Energy	Equity	3.5%
Maruti Suzuki India Ltd.	Automobile	Equity	3.4%
Housing Development Finance Corporation Ltd.	Financial	Equity	3.4%
Adani Ports and Special Economic Zone Ltd.	Services	Equity	3.2%
Kotak Mahindra Bank Ltd.	Financial	Equity	2.2%
Cholamandalam Investment and Finance Company Ltd.	Financial	Debenture	2.2%
Bharti Telecom Ltd.	Communication	Debenture	2.2%
Citi Corp Finance Ltd	Financial	Debenture	2.2%

Rank (total assets)	#1 in India
Total AUM	₹6,43,285.27Cr

Date of Incorporation	29 Jun 1987

Fund benchmark	NIFTY Equity Savings Total Return Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

SBI Equity Savings Fund Direct IDCW Quarterly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (76)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.66%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Nidhi ChawlaJan 2022 - PresentView details

Neeraj KumarMay 2015 - PresentView details

Mansi SajejaJun 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Nidhi Chawla
Jan 2022 - Present
View details

Neeraj Kumar
May 2015 - Present
View details

Mansi Sajeja
Jun 2021 - Present
View details