Sbi Equity Savings Fund Regular Plan Growth

Risk: Moderately High
₹ 22.57
NAV (Jul 24,2024)

The SBI Equity Savings Fund - Regular Plan - Growth offers a great investment opportunity. With an expense ratio of 1.19 and a PE ratio of 36.85, this fund allows you to grow your wealth effectively. The fund has a scheme AUM of INR 3513.32 crore and a minimum investment requirement of INR 1000. It has no lock-in period and was established on May 27, 2015. Invest in this fund to enjoy the benefits of long-term capital appreciation.

Sbi Equity Savings Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sbi Equity Savings Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    33.88
  • P/B Ratio
    UM_URBAN_MONEY

    4.68
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.19%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 4701.18 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,478.24 (4.78%)₹ 10,775.97 (7.76%)₹ 11,742.61 (17.43%)₹ 13,592.2 (35.92%)₹ 17,532.69 (75.33%)
₹ 30,000₹ 31,434.72 (4.78%)₹ 32,327.91 (7.76%)₹ 35,227.83 (17.43%)₹ 40,776.6 (35.92%)₹ 52,598.07 (75.33%)
₹ 50,000₹ 52,391.2 (4.78%)₹ 53,879.85 (7.76%)₹ 58,713.05 (17.43%)₹ 67,961 (35.92%)₹ 87,663.45 (75.33%)
₹ 80,000₹ 83,825.92 (4.78%)₹ 86,207.76 (7.76%)₹ 93,940.88 (17.43%)₹ 1,08,737.6 (35.92%)₹ 1,40,261.52 (75.33%)
₹ 1,00,000₹ 1,04,782.4 (4.78%)₹ 1,07,759.7 (7.76%)₹ 1,17,426.1 (17.43%)₹ 1,35,922 (35.92%)₹ 1,75,326.9 (75.33%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd8.96%
  • CGL6.11%
  • TREPS4.05%
  • ICICI Bank Ltd3.81%
  • Kotak Mahindra Bank Ltd3.60%
  • Reliance Industries Ltd3.48%
  • Muthoot Finance Ltd3.04%
  • Bharti Telecom Ltd2.97%
  • State Bank of India2.20%
  • National Highways Infra Trust2.17%
  • DAY T BILL2.03%
  • Adani Ports and Special Economic Zone Ltd1.96%
  • TMF Holdings Ltd1.92%
  • National Aluminium Company Ltd1.61%
  • SMFG India Home Finance Co Ltd1.60%
  • Hindalco Industries Ltd1.43%
  • Larsen & Toubro Ltd1.39%
  • Cube Highways Trust1.30%
  • Zee Entertainment Enterprises Ltd1.28%
  • Whirlpool of India Ltd1.24%
  • Finolex Industries Ltd1.19%
  • Indus Towers Ltd1.17%
  • PNB Housing Finance Ltd1.06%
  • JM Financial Credit Solutions Ltd1.05%
  • Petronet LNG Ltd1.01%
  • Indian Energy Exchange Ltd1.01%
  • Mahindra Rural Housing Finance Ltd0.96%
  • HDFC Asset Management Co Ltd0.95%
  • Aavas Financiers Ltd0.89%
  • Grihum Housing Finance Ltd0.85%
  • Ambuja Cements Ltd0.83%
  • EIH Ltd0.83%
  • Ganesha Ecosphere Ltd0.80%
  • Lonza Group0.80%
  • Tata Motors Ltd0.78%
  • L&T Finance Ltd0.77%
  • Gland Pharma Ltd0.77%
  • VIP Industries Ltd0.76%
  • Doms Industries Ltd0.75%
  • Aether Industries Ltd0.75%
  • Aptus Value Housing Finance India Ltd0.74%
  • ZF Commercial Vehicle Control Systems India Ltd0.74%
  • Shree Cement Ltd0.73%
  • Delhivery Ltd0.73%
  • Mrs Bectors Food Specialities Ltd0.72%
  • ESAB India Ltd0.71%
  • Gokaldas Exports Ltd0.69%
  • Bharat Electronics Ltd0.69%
  • Paradeep Phosphates Ltd0.68%
  • DLF Ltd0.68%
  • Neogen Chemicals Ltd0.67%
  • Jupiter Life Line Hospitals Ltd0.66%
  • Samhi Hotels Ltd0.62%
  • Bank of Baroda0.60%
  • Tata Consultancy Services Ltd0.58%
  • Tata Steel Ltd0.56%
  • Canara Bank0.55%
  • Tega Industries Ltd0.55%
  • ACC Ltd0.54%
  • VRL Logistics Ltd0.54%
  • State Bank of India AT Bond under Basel III0.54%
  • ONGC Petro Additions Ltd0.53%
  • Godrej Properties Ltd0.53%
  • Jubilant Foodworks Ltd0.51%
  • Vodafone Idea Ltd0.50%
  • Grasim Industries Ltd0.50%
  • KNR Constructions Ltd0.49%
  • Bharti Airtel Ltd0.47%
  • Bharat Heavy Electricals Ltd0.46%
  • Kajaria Ceramics Ltd0.45%
  • Manappuram Finance Ltd0.43%
  • Margin amount for Derivative positions0.43%
  • Aadhar Housing Finance Ltd0.43%
  • Coforge Ltd0.41%
  • Embassy Office Parks Reit0.40%
  • KNR Tirumala Infra Pvt Ltd0.39%
  • Mangloor Highways Pvt Ltd0.38%
  • PNC Infratech Ltd0.36%
  • Axis Bank Ltd0.36%
  • JM Financial Products Ltd0.35%
  • Berger Paints India Ltd0.34%
  • Ashoka Buildcon Ltd0.34%
  • Zydus Lifesciences Ltd0.29%
  • Hindustan Unilever Ltd0.24%
  • NMDC Ltd0.18%
  • JSW Steel Ltd0.18%
  • Aditya Birla Capital Ltd0.18%
  • Indian Oil Corporation Ltd0.18%
  • Bajaj Finserv Ltd0.17%
  • Wipro Ltd0.16%
  • REC Ltd0.14%
  • Tata Power Company Ltd0.13%
  • Dixon Technologies India Ltd0.12%
  • Dabur India Ltd0.12%
  • Power Grid Corporation of India Ltd0.12%
  • ITC Ltd0.11%
  • Piramal Enterprises Ltd0.11%
  • K P R Mill Ltd0.08%
  • United Spirits Ltd0.07%
  • Oil & Natural Gas Corporation Ltd0.07%
  • SBI Life Insurance Co Ltd0.07%
  • Indian Railway Catering & Tourism Corporation Ltd0.07%
  • Coal India Ltd0.06%
  • Voltas Ltd0.06%
  • Hindustan Petroleum Corporation Ltd0.06%
  • Apollo Tyres Ltd0.05%
  • Container Corporation of India Ltd0.05%
  • Tech Mahindra Ltd0.05%
  • Samvardhana Motherson International Ltd0.04%
  • Granules India Ltd0.04%
  • NTPC Ltd0.04%
  • Interglobe Aviation Ltd0.03%
  • Ultratech Cement Ltd0.03%
  • Trent Ltd0.03%
  • Marico Ltd0.03%
  • Aurobindo Pharma Ltd0.01%
  • IDFC Ltd0.01%
  • Godrej Consumer Products Ltd0.01%
  • Titan Company Ltd0.00%
  • Net Receivable Payable-0.09%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

14.57%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

9.46%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.07%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

7.50%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

6.83%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

6.49%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

6.03%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

5.41%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

5.01%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

4.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

23.75%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

17.54%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

17.48%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

15.07%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

14.87%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.96%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.67%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

12.57%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

12.29%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

11.69%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

12.00%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.56%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.53%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.51%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

9.64%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.56%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.49%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.18%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

8.21%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.97%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.76%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

10.88%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.46%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

9.44%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.30%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.88%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

8.68%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.54%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

3.44%

Show all Funds

Fund Managers

NK

Mr. Neeraj KumarFund Manager

Neeraj joined SBI Funds Management Pvt. Ltd. as a Dealer in October 2006. He is chartered accountant & has over 14 years of experience in Indian Financial Services and Capital Markets in various capacities. He has rich experience in Equity Trading and Equity Research. Prior to joining SBI Funds Management he was working with Life Insurance corporation of India.

NC

Ms. Nidhi ChawlaFund Manager)

Ms. Nidhi has over 4 years experience in Mutual Fund Industry. 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.

MS

Ms. Mansi SajejaFund Manager

Mansi Sajeja joined SBIFMPL in September 2009 as Credit Analyst. Prior to joining SBIFMPL, Mansi was Rating Analyst at ICRA Ltd from March 2006 to Sep 2009.

VS

Ms. Vandna SoniFund Manager

Ms. Vandna Soni joined SBIFML in December 2021 as Equity Research Analyst and has been involved in tracking of commodities and related sectors such as Cement, Metal, Oil and Gas. She has overall 10 years of experience in the area of financial services.

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Compare with similar Funds

SBI Equity Savings Fund - Regular Plan - Growth

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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

SBI Equity Savings Fund - Regular Plan - Growth

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Nippon India Equity Savings Fund - Growth

SBI Equity Savings Fund - Regular Plan - Growth

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Edelweiss Equity Savings Fund - Regular Plan - Growth

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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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Invesco India Equity Savings Fund - Regular Plan - Growth

SBI Equity Savings Fund - Regular Plan - Growth

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DSP Equity Savings Fund - Regular Plan - Growth

SBI Equity Savings Fund - Regular Plan - Growth

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Sundaram Equity Savings Fund - Growth

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Tata Equity Savings Fund - Regular Plan - Growth

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UTI Equity Savings Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the SBI Equity Savings Fund - Regular Plan - Growth?

The SBI Equity Savings Fund - Regular Plan - Growth is a moderately high-risk mutual fund.

What is the current NAV (Net Asset Value) of the SBI Equity Savings Fund - Regular Plan - Growth as of Jul 24,2024?

The current NAV of the SBI Equity Savings Fund - Regular Plan - Growth as of Jul 24,2024 is INR 22.57.

What are the returns generated by the SBI Equity Savings Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The SBI Equity Savings Fund - Regular Plan - Growth has provided impressive returns of 19.69% over the last 1 year, 10.78% over the last 3 years, and 10.61% over the last 5 years.

What is the expense ratio associated with the SBI Equity Savings Fund - Regular Plan - Growth?

The SBI Equity Savings Fund - Regular Plan - Growth has a 1.18% expense ratio, making it a cost-effective option for investors seeking growth in their equity investments.

What is the minimum investment amount required for the SBI Equity Savings Fund - Regular Plan - Growth?

The minimum investment amount for the SBI Equity Savings Fund - Regular Plan - Growth is INR 1000.

Is there a systematic investment plan (SIP) available for the SBI Equity Savings Fund - Regular Plan - Growth?

Yes, SIP is available for SBI Equity Savings Fund - Regular Plan - Growth with a minimum investment amount of INR 1000 per month.

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