SBI Equity Savings Fund - Regular Plan - Growth

SBI Equity Savings Fund - Regular Plan - Growth is a fund scheme from SBI mutual fund. It falls under a Equity Savings category. After being launched on 2015-05-27. SBI Equity Savings Fund - Regular Plan - Growth has achieved Rs 5705.2 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 1000 to start the investment. The expense ratio of this fund is 1.42%.

• Investing Strategy:

  The investment objective of the scheme is 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.

• Performance:

  SBI Equity Savings Fund - Regular Plan - Growth trailing returns over different times are 7.76% (1 year), 10.73% (3 year), 13.69% (5 year). The average annual return of this fund stands at 7.76%

• Fund Manager & Portfolio Allocation:

  Nidhi Chawla, Neeraj Kumar, Mansi Sajeja, Pradeep Kesavan, Vandna Soni are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, Petroleum Products, Automobiles, Construction, Finance, Sectors. First five holdings of this fund are HDFC BANK LIMITED EQ NEW FV RE. 1/-, RELIANCE INDUSTRIES LIMITED EQ, KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-, ICICI BANK LIMITED EQ NEW FV RS. 2/-, AXIS BANK LIMITED EQ NE FV RS. 2/-, Bharti Telecom Ltd., 7.10% CGL 2034, 7.18% CGL 2033, Infopark Properties Ltd., 7.33% CGL 2026 Companies.