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SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)
- Hybrid
- Equity Savings
- Moderately High
-
₹21.41
(-0.36%)
Current NAV 09-05-2025
-
7.84%
Returns
-
Min. SIP ₹500
Min. Investment ₹1000
Fund Suitability Test
Returns (NAV as on 09-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.51% | -0.4% | 0.34% |
| 1M | 2.89% | 2.23% | -0.47% |
| 3M | 1.59% | 1.29% | -1.66% |
| 6M | -0.08% | 1.33% | -1.62% |
| 1Y | 7.84% | 8.07% | 6.04% |
| 2Y | 12.73% | 11.31% | 10.63% |
| 3Y | 10.87% | 9.96% | 8.72% |
| 5Y | 13.45% | 11.88% | 11.13% |
| ALL | 7.94% | 7.97% | 9.49% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 4.73% | 0.91% | 0.67% | 1.99% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Investors understand that their principal will be at Moderately High risk
Comparison Of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)
Compare your fund with the top category schemes.
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns15.02% (p.a.)
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns14.04% (p.a.)
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns8.79% (p.a.)
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns7.9% (p.a.)
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.3% (p.a.)
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.27% (p.a.)
3Y Returns14.65% (p.a.)
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns15.37% (p.a.)
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Start SIPPortfolio Summary (as on 31-Mar-2025)
An insight into your portfolio composition.
Equity67.93% Debt21.65%
Equity Market Cap
Top 5 Sectors of Equity
Banks 23%
Petroleum Products 6%
Automobiles 3%
Construction 3%
Finance 3%
Top 5 Companies of Equity
HDFC BANK LIMITED EQ NEW FV RE. 1/- 9%
RELIANCE INDUSTRIES LIMITED EQ 6%
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 4%
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3%
AXIS BANK LIMITED EQ NE FV RS. 2/- 2%
Debt Market Cap
Top 5 Sectors of Debt
22%
Top 5 Companies of Debt
Bharti Telecom Ltd. 3%
7.10% CGL 2034 2%
7.18% CGL 2033 2%
Infopark Properties Ltd. 2%
7.33% CGL 2026 1%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From SBI Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| SBI Gold Fund Regular Plan - Growth | 8.36% | 13.3% | 24.61% | 33.84% | 14.25% | |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | 4.78% | -3.24% | -3.18% | 21.51% | 24.34% | |
| SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | 3.85% | -2.24% | -1.61% | 17.27% | 0% | |
| SBI Technology Opportunities Fund Regular Growth | 7.97% | -9.97% | -7.11% | 17.15% | 26.69% | |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | 5.66% | 5.1% | 2.91% | 16.72% | 23.92% | |
| SBI Multicap Fund- Regular Plan- Growth Option | 5.29% | 1.1% | -0.36% | 16.04% | 0% | |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | 1.8% | 1.88% | 1.07% | 13.6% | 14.77% |
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Chat with usFrequently Asked Questions
What is the current NAV of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) as of 09-05-2025 is 21.4117.
What is the benchmark of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)?
SBI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)?
The fund's top 5 sectors holdings are Banks, Petroleum Products, Automobiles, Construction, Finance,
How can I redeem my investments in SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)?
Redeeming your investments in SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Nidhi Chawla, Neeraj Kumar, Mansi Sajeja, Pradeep Kesavan, Vandna Soni, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) is Rs 5705.2 Crs. Crs.
Should I invest in SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)s?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
