SBI Equity Savings Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund
Category: Hybrid: Equity Savings
Launch Date: 01-05-2015
Asset Class: Mixed Asset
Benchmark: NIFTY Equity Savings TRI
TER: 1.43% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,670.62 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 0.10% if redeemed within 15 days.

23.335

8.98%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 5.78
Sharpe Ratio 0.33
Alpha 0.71
Beta 0.91
Yield to Maturity 7.67
Average Maturity 2.61

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Equity Savings Fund - Regular Plan - Growth 01-05-2015 8.34 14.34 10.16 13.83 -
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 11.3 13.37 10.35 13.17 -
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 9.76 13.3 10.27 11.61 8.79
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 9.54 12.58 9.42 11.42 7.18
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 8.95 13.37 10.43 14.2 -
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 8.56 9.88 8.31 10.96 8.03
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 8.25 14.67 10.0 10.4 -
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 8.02 14.61 10.95 12.64 8.29
LIC MF Equity Savings Fund-Regular Plan-Growth 01-01-2013 7.93 12.47 8.78 11.01 6.65
UTI Equity Savings Fund - Regular Plan - Growth Option 30-08-2018 7.81 12.8 11.05 13.3 -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets and minimum investment in debt - 10% of total assets. Minimum hedged & unhedged to be stated in the SID. Asset Allocation under defensive considerations may also be stated in the Offer Document.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.61%

Others

3.98%

Large Cap

44.38%

Mid Cap

7.94%

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