SBI Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 21.02 | 10.96 | 11.7 | N/A |
Average Rolling Returns(%) | 10.84 | 9.76 | 9.45 | N/A |
The Current NAV of SBI Equity Savings Fund - Growth - Direct Plan is ₹23.19.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
SBI Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.67%
The process for redemption is
The AUM of SBI Equity Savings Fund - Growth - Direct Plan is currently ₹4,183 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 25% of fund’s portfolio respectively.
Top three sectors of SBI Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous accounting for 57% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Neeraj Kumar and Nidhi Chawla manage the SBI Equity Savings Fund - Growth - Direct Plan Fund.
SBI Equity Savings Fund - Growth - Direct Plan current PE ratio is 37.43 and PB ratio is 4.87
The asset allocation of SBI Equity Savings Fund - Growth - Direct Plan is Stocks : 66.95%, Debt : 31.26% and Gold : 1.79%
The minimum SIP amount for SBI Equity Savings Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for SBI Equity Savings Fund - Growth - Direct Plan is 0.10% on or before 15 days, Nil after 15 days