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SBI Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 14.31 | 11.24 | 10.31 | N/A |
Average Rolling Returns(%) | 9.27 | 8.43 | 8.11 | N/A |
The Current NAV of SBI Equity Savings Fund - Regular Plan - Growth is ₹20.29.
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 - Regular Plan - Growth fund’s expense ratio is 1.14%
The process for redemption is
The AUM of SBI Equity Savings Fund - Regular Plan - Growth is currently ₹3,073 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 24% of fund’s portfolio respectively.
Top three sectors of SBI Equity Savings Fund - Regular Plan - Growth fund are Others, BFSI and Auto 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 - Regular Plan - Growth Fund is Hybrid - Equity Savings.
Neeraj Kumar and Nidhi Chawla manage the SBI Equity Savings Fund - Regular Plan - Growth Fund.
SBI Equity Savings Fund - Regular Plan - Growth current PE ratio is 33.59 and PB ratio is 5.28
The asset allocation of SBI Equity Savings Fund - Regular Plan - Growth is Stocks : 67.17%, Debt : 31.16% and Gold : 1.70%
The minimum SIP amount for SBI Equity Savings Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for SBI Equity Savings Fund - Regular Plan - Growth is 0.10% on or before 15 days, Nil after 15 days