SBI Equity Savings Fund Regular Growth

Hybrid
Equity Savings
Moderately High Risk
10.23%
3Y annualised
+0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹20.99
Min. SIP amountNot Supported
Rating5
Fund size₹4,182.93Cr

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 returns19.9%10.2%10.3%8.8%
Category average16.5%8.8%8.8%NA
Rank with in category263NA
Understand terms

Holdings (189)

NameSectorInstrumentAssets
FinancialEquity6.55%
EnergyEquity4.00%
FinancialEquity3.90%
SovereignGOI Sec3.86%
FinancialEquity2.82%
Reserve Bank of India
FinancialT-Bills2.24%
ServicesEquity1.85%
Fullerton India Home Finance Ltd.
FinancialNCD1.79%
ConstructionEquity1.46%
ServicesInvITs1.31%
See All

Expense ratio, exit load and tax

Expense ratio: 1.18%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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

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

Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

Vandna Soni
Jan 2024 - Present
View details

Education
Ms. Soni has done MBA
Experience
Prior to joining SBI MF, she was working with SBICAP Sec. Ltd. ,Antique Stock Broking and CRISIL GR&A
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
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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