SBI Equity Savings Fund Growth

SBI Equity Savings Fund Growth

+11.19%
3Y annualised
+0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Apr '26
₹24.34
Min. for SIP
₹500
Fund size (AUM)
₹5,609.29 Cr
Expense ratio
1.53%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,724
+1.21%
3 years₹1,80,000₹1,98,406
+10.23%
5 years₹3,00,000₹3,68,051
+22.68%
10 years₹6,00,000₹9,48,587
+58.10%

Holdings (260)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.29%
Reliance Industries Ltd.EnergyEquity4.81%
ICICI Bank Ltd.FinancialEquity4.21%
Kotak Mahindra Bank Ltd.FinancialEquity3.68%
State Bank of IndiaFinancialEquity3.15%
SBI Liquid Fund Direct Plan-Growth--Mutual Fund2.73%
Axis Bank Ltd.FinancialEquity2.38%
Larsen & Toubro Ltd.ConstructionEquity2.29%
Bharti Airtel Ltd.CommunicationEquity2.29%
GOISovereignGOI Sec2.24%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.96%
Embassy Office Parks REITConstructionREITs1.90%
Bajaj Finserv Ltd.FinancialEquity1.90%
SBI Savings Fund Direct-Growth--Mutual Fund1.80%
Infopark Properties Ltd.ConstructionDebenture1.78%
National Bank For Agriculture & Rural DevelopmentFinancialBonds1.78%
Brookfield India Real Estate Trust REITConstructionREITs1.77%
National Aluminium Company Ltd.Metals & MiningEquity1.74%
Bank Of BarodaFinancialEquity1.71%
Jindal Steel Ltd.Metals & MiningEquity1.71%
Tech Mahindra Ltd.TechnologyEquity1.68%
Mahindra & Mahindra Ltd.AutomobileEquity1.61%
Infosys Ltd.TechnologyEquity1.40%
Aster DM Healthcare Ltd.HealthcareEquity1.35%
Indostar Capital Finance Ltd.FinancialDebenture1.34%
Avanse Financial Services Ltd.FinancialDebenture1.34%
GOISovereignGOI Sec1.30%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.26%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.15%
Avenue Supermarts Ltd.ServicesEquity1.06%
H.G. Infra Engineering Ltd.ConstructionDebenture1.06%
Samvardhana Motherson International Ltd.AutomobileEquity1.03%
Muthoot Finance Ltd.FinancialEquity0.96%
Raajmarg Infra Investment TrustConstructionInvITs0.93%
JTPM Metal Traders Ltd.Metals & MiningDebenture0.93%
GOISovereignGOI Sec0.91%
Motilal Oswal Finevest Ltd.FinancialBonds0.90%
JM Financial Credit Solutions Ltd.FinancialDebenture0.89%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD0.89%
Godrej Seeds & Genetics Ltd.Consumer StaplesNCD0.88%
Godrej Seeds & Genetics Ltd.Consumer StaplesNCD0.88%
Reserve Bank of IndiaFinancialT-Bills0.86%
Sammaan Capital Ltd.FinancialEquity0.82%
Mahindra Rural Housing Finance Ltd.FinancialDebenture0.81%
DLF Ltd.ConstructionEquity0.81%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.79%
Asian Paints Ltd.ChemicalsEquity0.77%
JSW Steel Ltd.Metals & MiningEquity0.77%
Hindalco Industries Ltd.Metals & MiningEquity0.75%
GMR Airports Ltd.ConstructionBonds0.74%
Eternal Ltd.ServicesEquity0.73%
Maruti Suzuki India Ltd.AutomobileEquity0.65%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.56%
Indus Towers Ltd.CommunicationEquity0.55%
Aditya Birla Capital Ltd.FinancialEquity0.53%
GMR Airports Ltd.ConstructionEquity0.51%
Vedanta Ltd.Metals & MiningEquity0.51%
Tata Power Company Ltd.EnergyEquity0.49%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.45%
Bharti Telecom Ltd.CommunicationDebenture0.45%
Muthoot Finance Ltd.FinancialBonds0.45%
Muthoot Finance Ltd.FinancialDebenture0.45%
Tata Steel Ltd.Metals & MiningEquity0.43%
Patanjali Foods Ltd.Consumer StaplesEquity0.42%
Shriram Finance LtdFinancialEquity0.41%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.39%
Adani Green Energy Ltd.Capital GoodsEquity0.39%
Punjab National BankFinancialEquity0.26%
Hindustan Unilever Ltd.Consumer StaplesEquity0.26%
RBL Bank Ltd.FinancialEquity0.24%
Divi's Laboratories Ltd.HealthcareEquity0.23%
SBI Life Insurance Company Ltd.InsuranceEquity0.23%
REC Ltd.FinancialEquity0.23%
Shree Cement Ltd.ConstructionEquity0.20%
ITC Ltd.Consumer StaplesEquity0.19%
Ambuja Cements Ltd.ConstructionEquity0.18%
Bajaj Finance Ltd.FinancialEquity0.18%
Muthoot Finance Ltd.FinancialDebenture0.18%
Reserve Bank of IndiaFinancialT-Bills0.17%
Power Finance Corporation Ltd.FinancialEquity0.15%
Eicher Motors Ltd.AutomobileEquity0.15%
Zydus Lifesciences Ltd.HealthcareEquity0.14%
Lodha Developers Ltd.ConstructionEquity0.14%
HDFC Life Insurance Co Ltd.InsuranceEquity0.14%
United Spirits Ltd.Consumer StaplesEquity0.14%
Steel Authority Of India Ltd.Metals & MiningEquity0.13%
NTPC Ltd.EnergyEquity0.12%
One97 Communications Ltd.ServicesEquity0.11%
NMDC Ltd.Metals & MiningEquity0.11%
Indusind Bank Ltd.FinancialEquity0.10%
Jubilant FoodWorks Ltd.ServicesEquity0.10%
Adani Enterprises Ltd.ServicesEquity0.09%
Britannia Industries Ltd.Consumer StaplesEquity0.08%
Dabur India Ltd.Consumer StaplesEquity0.08%
Titan Company Ltd.Consumer DiscretionaryEquity0.08%
Max Financial Services Ltd.FinancialEquity0.08%
The Indian Hotels Company Ltd.ServicesEquity0.07%
Tata Consultancy Services Ltd.TechnologyEquity0.06%
Ultratech Cement Ltd.ConstructionEquity0.06%
Bosch Ltd.AutomobileEquity0.06%
Nestle India Ltd.Consumer StaplesEquity0.06%
LIC Housing Finance Ltd.FinancialEquity0.05%
HDFC Asset Management Company Ltd.FinancialEquity0.05%
Dr. Reddy's Laboratories Ltd.HealthcareEquity0.05%
TVS Motor Company Ltd.AutomobileEquity0.05%
Bandhan Bank Ltd.FinancialEquity0.04%
Aurobindo Pharma Ltd.HealthcareEquity0.03%
GAIL (India) Ltd.EnergyEquity0.03%
Multi Commodity Exchange Of India Ltd.ServicesEquity0.03%
Hindustan Zinc Ltd.Metals & MiningEquity0.03%
Marico Ltd.Consumer StaplesEquity0.03%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.02%
Grasim Industries Ltd.ConstructionEquity0.02%
Indian Oil Corporation Ltd.EnergyEquity0.02%
JIO Financial Services Ltd.FinancialEquity0.02%
Mphasis Ltd.TechnologyEquity0.02%
PB Fintech Ltd.ServicesEquity0.02%
Power Grid Corporation Of India Ltd.EnergyEquity0.02%
Ashok Leyland Ltd.AutomobileEquity0.01%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.01%
Info Edge (India) Ltd.ServicesEquity0.01%
Interglobe Aviation Ltd.ServicesEquity0.01%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.01%
UPL Ltd.ChemicalsEquity0.01%
Dalmia Bharat Ltd.ConstructionEquity0.01%
Pidilite Industries Ltd.ChemicalsEquity0.01%
Trent Ltd.ServicesEquity0.01%
The Federal Bank Ltd.FinancialEquity0.00%
JSW Energy Ltd.Capital GoodsEquity0.00%
National Highways Infra TrustConstructionInvITs0.00%
Bharat Petroleum Corporation Ltd.EnergyEquity0.00%
Trent Ltd.ServicesFutures-0.00%
Bharat Petroleum Corporation Ltd.EnergyFutures-0.00%
GAIL (India) Ltd.EnergyFutures-0.00%
Bajaj Finance Ltd.FinancialFutures-0.00%
JSW Energy Ltd.Capital GoodsFutures-0.00%
Dalmia Bharat Ltd.ConstructionFutures-0.00%
Dalmia Bharat Ltd.ConstructionFutures-0.00%
The Federal Bank Ltd.FinancialFutures-0.00%
Oil And Natural Gas Corporation Ltd.EnergyFutures-0.01%
Sammaan Capital Ltd.FinancialFutures-0.01%
Trent Ltd.ServicesFutures-0.01%
GMR Airports Ltd.ConstructionFutures-0.01%
Divi's Laboratories Ltd.HealthcareFutures-0.01%
Pidilite Industries Ltd.ChemicalsFutures-0.01%
HDFC Asset Management Company Ltd.FinancialFutures-0.01%
HDFC Life Insurance Co Ltd.InsuranceFutures-0.01%
UPL Ltd.ChemicalsFutures-0.01%
Cholamandalam Investment and Finance Company Ltd.FinancialFutures-0.01%
Info Edge (India) Ltd.ServicesFutures-0.01%
Interglobe Aviation Ltd.ServicesFutures-0.01%
Bajaj Finserv Ltd.FinancialFutures-0.01%
Bharat Heavy Electricals Ltd.Capital GoodsFutures-0.01%
Zydus Lifesciences Ltd.HealthcareFutures-0.01%
Samvardhana Motherson International Ltd.AutomobileFutures-0.01%
Hindustan Petroleum Corporation Ltd.EnergyFutures-0.01%
Ashok Leyland Ltd.AutomobileFutures-0.01%
Power Grid Corporation Of India Ltd.EnergyFutures-0.02%
PB Fintech Ltd.ServicesFutures-0.02%
Mphasis Ltd.TechnologyFutures-0.02%
Indus Towers Ltd.CommunicationFutures-0.02%
Indusind Bank Ltd.FinancialFutures-0.02%
Adani Enterprises Ltd.ServicesFutures-0.02%
JIO Financial Services Ltd.FinancialFutures-0.02%
Indian Oil Corporation Ltd.EnergyFutures-0.02%
Grasim Industries Ltd.ConstructionFutures-0.02%
CG Power and Industrial Solutions Ltd.Capital GoodsFutures-0.02%
Hindustan Zinc Ltd.Metals & MiningFutures-0.03%
Marico Ltd.Consumer StaplesFutures-0.03%
Aditya Birla Capital Ltd.FinancialFutures-0.03%
Multi Commodity Exchange Of India Ltd.ServicesFutures-0.03%
GAIL (India) Ltd.EnergyFutures-0.03%
Aurobindo Pharma Ltd.HealthcareFutures-0.03%
Bank Of BarodaFinancialFutures-0.04%
Apollo Hospitals Enterprise Ltd.HealthcareFutures-0.04%
Adani Green Energy Ltd.Capital GoodsFutures-0.04%
Ambuja Cements Ltd.ConstructionFutures-0.04%
Bandhan Bank Ltd.FinancialFutures-0.04%
JSW Steel Ltd.Metals & MiningFutures-0.04%
TVS Motor Company Ltd.AutomobileFutures-0.05%
HDFC Asset Management Company Ltd.FinancialFutures-0.05%
Dr. Reddy's Laboratories Ltd.HealthcareFutures-0.05%
LIC Housing Finance Ltd.FinancialFutures-0.06%
Nestle India Ltd.Consumer StaplesFutures-0.06%
Bosch Ltd.AutomobileFutures-0.06%
REC Ltd.FinancialFutures-0.06%
Ultratech Cement Ltd.ConstructionFutures-0.06%
Tata Consultancy Services Ltd.TechnologyFutures-0.06%
ITC Ltd.Consumer StaplesFutures-0.06%
Power Finance Corporation Ltd.FinancialFutures-0.06%
The Indian Hotels Company Ltd.ServicesFutures-0.07%
Adani Enterprises Ltd.ServicesFutures-0.07%
Max Financial Services Ltd.FinancialFutures-0.08%
Maruti Suzuki India Ltd.AutomobileFutures-0.08%
Titan Company Ltd.Consumer DiscretionaryFutures-0.08%
Dabur India Ltd.Consumer StaplesFutures-0.08%
Britannia Industries Ltd.Consumer StaplesFutures-0.09%
Indusind Bank Ltd.FinancialFutures-0.09%
Hindustan Aeronautics Ltd.Capital GoodsFutures-0.09%
Power Finance Corporation Ltd.FinancialFutures-0.09%
NMDC Ltd.Metals & MiningFutures-0.11%
One97 Communications Ltd.ServicesFutures-0.11%
Bajaj Finserv Ltd.FinancialFutures-0.11%
NTPC Ltd.EnergyFutures-0.12%
HDFC Life Insurance Co Ltd.InsuranceFutures-0.13%
Oil And Natural Gas Corporation Ltd.EnergyFutures-0.13%
Zydus Lifesciences Ltd.HealthcareFutures-0.13%
ITC Ltd.Consumer StaplesFutures-0.13%
Steel Authority Of India Ltd.Metals & MiningFutures-0.14%
United Spirits Ltd.Consumer StaplesFutures-0.14%
Ambuja Cements Ltd.ConstructionFutures-0.14%
Lodha Developers Ltd.ConstructionFutures-0.14%
Eicher Motors Ltd.AutomobileFutures-0.15%
REC Ltd.FinancialFutures-0.17%
Bajaj Finance Ltd.FinancialFutures-0.18%
Sun Pharmaceutical Industries Ltd.HealthcareFutures-0.18%
Axis Bank Ltd.FinancialFutures-0.20%
Divi's Laboratories Ltd.HealthcareFutures-0.22%
SBI Life Insurance Company Ltd.InsuranceFutures-0.23%
RBL Bank Ltd.FinancialFutures-0.25%
Hindustan Unilever Ltd.Consumer StaplesFutures-0.26%
Punjab National BankFinancialFutures-0.26%
Hindalco Industries Ltd.Metals & MiningFutures-0.29%
DLF Ltd.ConstructionFutures-0.35%
Adani Green Energy Ltd.Capital GoodsFutures-0.35%
Hindustan Aeronautics Ltd.Capital GoodsFutures-0.37%
Asian Paints Ltd.ChemicalsFutures-0.37%
Bharat Heavy Electricals Ltd.Capital GoodsFutures-0.38%
Asian Paints Ltd.ChemicalsFutures-0.41%
Larsen & Toubro Ltd.ConstructionFutures-0.41%
Shriram Finance LtdFinancialFutures-0.41%
Patanjali Foods Ltd.Consumer StaplesFutures-0.42%
Tata Steel Ltd.Metals & MiningFutures-0.43%
DLF Ltd.ConstructionFutures-0.46%
Hindalco Industries Ltd.Metals & MiningFutures-0.47%
Axis Bank Ltd.FinancialFutures-0.49%
Reliance Industries Ltd.EnergyFutures-0.49%
Tata Power Company Ltd.EnergyFutures-0.49%
Aditya Birla Capital Ltd.FinancialFutures-0.50%
GMR Airports Ltd.ConstructionFutures-0.51%
Vedanta Ltd.Metals & MiningFutures-0.51%
Indus Towers Ltd.CommunicationFutures-0.53%
Colgate-Palmolive (India) Ltd.Consumer StaplesFutures-0.56%
Maruti Suzuki India Ltd.AutomobileFutures-0.58%
Bharti Airtel Ltd.CommunicationFutures-0.65%
JSW Steel Ltd.Metals & MiningFutures-0.73%
Eternal Ltd.ServicesFutures-0.73%
Sammaan Capital Ltd.FinancialFutures-0.81%
Samvardhana Motherson International Ltd.AutomobileFutures-0.87%
ICICI Bank Ltd.FinancialFutures-0.98%
Reliance Industries Ltd.EnergyFutures-1.39%
State Bank of IndiaFinancialFutures-1.41%
Kotak Mahindra Bank Ltd.FinancialFutures-1.53%
Mahindra & Mahindra Ltd.AutomobileFutures-1.62%
Bharti Airtel Ltd.CommunicationFutures-1.65%
Bank Of BarodaFinancialFutures-1.68%
National Aluminium Company Ltd.Metals & MiningFutures-1.74%
Kotak Mahindra Bank Ltd.FinancialFutures-2.18%
ICICI Bank Ltd.FinancialFutures-3.25%
HDFC Bank Ltd.FinancialFutures-6.32%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+11.2%+9.0%+8.9%+8.5%
Category average (Hybrid Equity Savings)+9.9%+9.1%+8.4%--
Rank (Hybrid Equity Savings)275--

Exit load, stamp duty and tax

Exit load

Exit load of 0.10% if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Edelweiss Equity Savings Fund Growth
Edelweiss Equity Savings Fund Growth
+8.72%+11.11%1,269.88
Kotak Equity Savings Fund Growth
Kotak Equity Savings Fund Growth
+7.96%+10.67%9,467.97
DSP Equity Savings Fund Growth
DSP Equity Savings Fund Growth
+4.17%+9.60%3,573.37
HDFC Equity Savings Fund Growth
HDFC Equity Savings Fund Growth
+6.48%+9.56%5,575.55
ICICI Prudential Equity Savings Fund Growth
ICICI Prudential Equity Savings Fund Growth
+5.43%+7.87%18,027.21
Compare

Fund management

NC
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.

NK
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.

MJ
Mohit Jain
May 2025 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.

PK
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

VS
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

About SBI Equity Savings Fund Growth

SBI Equity Savings Fund Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Nidhi Chawla is the Current Fund Manager of SBI Equity Savings Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹11,46,811 Cr and the Latest NAV as of 10 Apr 2026 is ₹24.34. The SBI Equity Savings Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit load of 0.10% if redeemed within 15 days. ;

Investment Objective

The 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

Fund house

Rank (total assets)#1 in India
Total AUM₹11,46,810.93 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,