Home>Mutual Funds>SBI Mutual Fund>SBI Equity Savings Fund Regular Growth

SBI Equity Savings Fund Regular Growth

Hybrid
Equity Savings
Moderate Risk
12.41%
3Y annualised
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹17.28
Min. SIP amountNA
Rating3star
Fund size₹1,816.14 Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns23.3%12.4%8.7%8.9%
Category average20.4%8.3%8.2%NA
Rank with in category1046NA
Understand termsinfo

Holdings (90)

NameSectorInstrumentAssets
EnergyEquity7.4%
FinancialEquity6.7%
ServicesEquity4.9%
TMF Holdings Ltd.
FinancialDebenture3.3%
Reserve Bank of India
FinancialT-Bills2.7%
Reserve Bank of India
FinancialT-Bills2.7%
TechnologyEquity2.6%
FinancialAdditional Tier 2 Bo2.2%
TechnologyEquity2.1%
MetalsEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.22%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Ruchit Mehta
May 2015 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

SBI Equity Savings Fund Regular Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle