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Sbi Equity Savings Fund Regular Plan Growth
NAV (Apr 26,2024)
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 Ratio36.85
- P/B Ratio5.72
- Alpha0
- Beta0
- Sharpe0.26
- Sortino0.44
Fund Overview
1.19%
0%
No Lock-in
₹ 3513.32 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 28, 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 | ₹ 10,309.48 (3.09%) | ₹ 10,915.22 (9.15%) | ₹ 12,038.24 (20.38%) | ₹ 13,689.85 (36.90%) | ₹ 16,521.39 (65.21%) |
₹ 30,000 | ₹ 30,928.44 (3.09%) | ₹ 32,745.66 (9.15%) | ₹ 36,114.72 (20.38%) | ₹ 41,069.55 (36.90%) | ₹ 49,564.17 (65.21%) |
₹ 50,000 | ₹ 51,547.4 (3.09%) | ₹ 54,576.1 (9.15%) | ₹ 60,191.2 (20.38%) | ₹ 68,449.25 (36.90%) | ₹ 82,606.95 (65.21%) |
₹ 80,000 | ₹ 82,475.84 (3.09%) | ₹ 87,321.76 (9.15%) | ₹ 96,305.92 (20.38%) | ₹ 1,09,518.8 (36.90%) | ₹ 1,32,171.12 (65.21%) |
₹ 1,00,000 | ₹ 1,03,094.8 (3.09%) | ₹ 1,09,152.2 (9.15%) | ₹ 1,20,382.4 (20.38%) | ₹ 1,36,898.5 (36.90%) | ₹ 1,65,213.9 (65.21%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS8.63%
- CGL7.44%
- HDFC Bank Ltd6.00%
- ICICI Bank Ltd4.28%
- Muthoot Finance Ltd2.70%
- Tata Motors Ltd2.04%
- Reliance Industries Ltd2.03%
- Bharat Heavy Electricals Ltd1.99%
- DAY T BILL1.82%
- Larsen & Toubro Ltd1.76%
- Adani Ports and Special Economic Zone Ltd1.71%
- Kotak Mahindra Bank Ltd1.61%
- Cube Highways Trust1.51%
- PNB Housing Finance Ltd1.43%
- Citicorp Finance India Ltd1.42%
- Tata Communications Ltd1.42%
- JM Financial Services Ltd1.41%
- State Bank of India1.27%
- Maruti Suzuki India Ltd1.22%
- Grasim Industries Ltd1.22%
- Bharti Telecom Ltd1.14%
- Grihum Housing Finance Ltd1.14%
- Container Corporation of India Ltd1.13%
- Aptus Value Housing Finance India Ltd1.13%
- L&T Finance Holdings Ltd1.11%
- Aether Industries Ltd1.10%
- Coforge Ltd1.08%
- Gland Pharma Ltd1.07%
- ESAB India Ltd1.05%
- HDFC Asset Management Co Ltd1.04%
- TVS Motor Company Ltd1.04%
- Mrs Bectors Food Specialities Ltd1.04%
- Petronet LNG Ltd1.01%
- VRL Logistics Ltd1.01%
- Delhivery Ltd0.99%
- Shree Cement Ltd0.98%
- Bajaj Finance Ltd0.94%
- Procter & Gamble Hygiene and Health Care Ltd0.91%
- ZF Commercial Vehicle Control Systems India Ltd0.91%
- HDFC Life Insurance Company Ltd0.91%
- Gokaldas Exports Ltd0.90%
- Paradeep Phosphates Ltd0.89%
- Neogen Chemicals Ltd0.89%
- K P R Mill Ltd0.84%
- Ambuja Cements Ltd0.84%
- Finolex Industries Ltd0.84%
- Jupiter Life Line Hospitals Ltd0.82%
- DLF Ltd0.81%
- Bharat Electronics Ltd0.78%
- Sheela Foam Ltd0.78%
- Samhi Hotels Ltd0.75%
- ONGC Petro Additions Ltd0.71%
- Godrej Properties Ltd0.71%
- Motilal Oswal Financial Services Ltd0.70%
- Motilal Oswal Finvest Ltd0.70%
- Bank of Baroda0.70%
- Cholamandalam Investment & Finance Co Ltd0.70%
- JSW Infrastructure Ltd0.65%
- Bank of India0.64%
- Canara Bank0.63%
- Tata Steel Ltd0.63%
- Bharat Forge Ltd0.62%
- Doms Industries Ltd0.60%
- Manappuram Finance Ltd0.59%
- Ganesha Ecosphere Ltd0.58%
- Tega Industries Ltd0.57%
- TMF Holdings Ltd0.56%
- Indus Towers Ltd0.56%
- Aadhar Housing Finance Ltd0.56%
- KNR Tirumala Infra Pvt Ltd0.54%
- ACC Ltd0.53%
- Mangloor Highways Pvt Ltd0.52%
- Relaxo Footwears Ltd0.51%
- Steel Authority of India Ltd0.51%
- Embassy Office Parks Reit0.50%
- Cipla Ltd0.46%
- Lupin Ltd0.45%
- Vodafone Idea Ltd0.44%
- Ashok Leyland Ltd0.42%
- Zee Entertainment Enterprises Ltd0.39%
- Hindustan Unilever Ltd0.37%
- Axis Bank Ltd0.36%
- Wipro Ltd0.33%
- JSW Steel Ltd0.25%
- Piramal Enterprises Ltd0.18%
- Aditya Birla Capital Ltd0.18%
- Dabur India Ltd0.17%
- Tata Consultancy Services Ltd0.16%
- Hindustan Petroleum Corporation Ltd0.16%
- REC Ltd0.14%
- Tata Power Company Ltd0.13%
- Power Grid Corporation of India Ltd0.12%
- Zydus Lifesciences Ltd0.12%
- SBI Life Insurance Co Ltd0.09%
- Indian Railway Catering & Tourism Corporation Ltd0.08%
- Apollo Tyres Ltd0.07%
- Bajaj Finserv Ltd0.07%
- The Indian Hotels Company Ltd0.06%
- Coal India Ltd0.06%
- Hindalco Industries Ltd0.06%
- Voltas Ltd0.06%
- Granules India Ltd0.05%
- Oil & Natural Gas Corporation Ltd0.04%
- NTPC Ltd0.04%
- Dr Reddy s Laboratories Ltd0.04%
- Bharti Airtel Ltd0.04%
- ITC Ltd0.03%
- Interglobe Aviation Ltd0.03%
- Marico Ltd0.03%
- Mahindra & Mahindra Ltd0.03%
- IDFC Ltd0.02%
- Aurobindo Pharma Ltd0.02%
- Godrej Consumer Products Ltd0.01%
- United Spirits Ltd0.00%
- Net Receivable Payable-3.04%
- Miscellaneous13.99%
- Bank - Private12.25%
- Bank - Public3.23%
- Finance - NBFC3.02%
- Port2.36%
- Refineries2.20%
- Logistics2.14%
- Chemicals1.99%
- Textile1.74%
- IT - Software1.57%
- Diversified1.22%
- Finance - Housing1.13%
- Consumer Food1.07%
- Insurance1.00%
- Courier Services0.99%
- Auto Ancillary0.91%
- Fertilizers0.89%
- Plastic Products0.84%
- Forgings0.62%
- Footwear0.51%
- Finance Term Lending0.14%
- Travel Services0.08%
- Tyres & Allied0.07%
- Finance - Investment0.07%
- Mining & Minerals0.06%
- Metal - Non Ferrous0.06%
- Air Conditioners0.06%
- Oil Exploration0.04%
- Cigarettes/Tobacco0.03%
- Airlines0.03%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
HSBC Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 12.00% |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 10.65% |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 10.20% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.28% |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.52% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 6.94% |
Nippon India Equity Savings Fund - Growth | HYBRID | Moderate | 6.75% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 6.28% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 4.63% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 4.53% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HSBC Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 23.57% |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 20.63% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 18.81% |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 18.54% |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 14.91% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 13.43% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 13.38% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 12.57% |
Nippon India Equity Savings Fund - Growth | HYBRID | Moderate | 12.16% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 11.23% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Sundaram Equity Savings Fund - Growth | HYBRID | Moderately High | 13.04% |
HSBC Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 12.88% |
Mirae Asset Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.57% |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.53% |
Edelweiss Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 9.84% |
Tata Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.31% |
DSP Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.18% |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 9.10% |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.89% |
LIC MF Equity Savings Fund - Growth | HYBRID | Moderately High | 7.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HSBC Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.66% |
Kotak Equity Savings Fund - Growth | HYBRID | Moderately High | 10.60% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.36% |
DSP Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.30% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.54% |
LIC MF Equity Savings Fund - Growth | HYBRID | Moderately High | 8.51% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.32% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 7.98% |
PGIM India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 7.29% |
Nippon India Equity Savings Fund - Growth | HYBRID | Moderate | 3.00% |
Fund Managers
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.
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. 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.
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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