SBI EQUITY SAVINGS FUND - REGULAR PLAN - QUARTERLY DIVIDEND PAYOUT

3
Equity Savings NAV 14.6618 -0.45 25 January, 2021
  • 8.1%
  • 8Y 11M

Fund Details

Category Equity Savings
Fund Type
Investment Plan Dividend
Launch Date 25 May, 2015
Benchmark NIFTY Equity Savings TRI
Asset Size(Cr) 1,350 (As on December 31, 2020)
Min Investment ₹ 1000
Min SIP Investment ₹ 1500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.7% (As on December, 2020)
Fund Manager Neeraj Kumar, Ruchit Mehta

Investment Returns (As on 25 Jan, 2021)

  • 3 Month 11.3%
  • 6 Month 15.25%
  • 1 Year 13.08%
  • 3 Year 5.44%
  • 5 Year 8.1%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI EQUITY SAVINGS FUND - REGULAR PLAN - QUARTERLY DIVIDEND PAYOUT 13.08% 5.44% 8.1%
SBI Equity Savings Fund (G) 13.08% 6.91% 9%
Aditya Birla Sun Life Equity Savings Fund (G) 11.47% 5.98% 9.01%
HDFC Equity Savings Fund (G) 10.15% 5.28% 10%
Nippon India Equity Savings Fund (G) -5.44% -4.61% 2.19%

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