SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)

  • Current NAV

    ₹20.11 0.091%

    17-05-2024
  • Annual Returns

    18.98%

  • Min. SIP ₹500

    Min. Investment ₹1000

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Calculate SIP Returns of SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.95% 0.99% 1.89%
1M 1.57% 1.45% 1.64%
3M 2.23% 2.71% 2.15%
6M 7.22% 8.17% 14.29%
1Y 18.98% 15.76% 24.92%
2Y 13.21% 11.62% 18.96%
3Y 10.73% 9.64% 16.01%
5Y 11.01% 9.38% 15.9%
ALL 9.06% 8.28% 14.05%

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Risk scale

Moderately High

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Fund Managers

Pradeep Kesavan
Pradeep Kesavan

Fund Manage - 43

Total AUM. - 434274Cr.

Mansi Sajeja
Mansi Sajeja

Fund Manage - 7

Total AUM. - 129794Cr.

Vandna Soni
Vandna Soni

Fund Manage - 2

Total AUM. - 6646Cr.

Neeraj Kumar
Neeraj Kumar

Fund Manage - 2

Total AUM. - 28898Cr.

Nidhi Chawla
Nidhi Chawla

Fund Manage - 1

Total AUM. - 3513Cr.

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Portfolio Analysis

Equity22.76% Debt21.5% Others38.51%

Market Cap

Top 5 Sectors

Financial

Automobile

Energy

Services

Materials

Top 5 Companies

HDFC Bank Ltd.

Reliance Industries Ltd.

Kotak Mahindra Bank Ltd.

ICICI Bank Ltd.

Adani Ports and Special Economic Zone Ltd.

Market Cap

Top 5 Sectors

Financial

Sovereign

Communication

Energy

Construction

Top 5 Companies

7.38% GOI 20/06/2027

Reserve Bank of India% 364-D 30/01/2025

7.33% GOI 30/10/2026

TMF Holdings Ltd.% 363-D 05/03/2025

State Bank of India% 02/08/2034

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From SBI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
SBI PSU Fund - Regular Plan -Growth 6.77% 8.7% 55.04% 97.26% 26.07%
SBI Infrastructure Fund - Regular Plan - Growth 4.01% 8.99% 28.06% 65.35% 26.87%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 8.09% 14.44% 42.95% 64.07% 0%
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth 3.95% 4.34% 21.18% 61.57% 0%
SBI Long Term Equity Fund - Regular Plan- Growth 4.05% 7.63% 31.3% 58.66% 23.41%
See More About SBI Mutual Fund

Top Fund's Comparisions

SBI Small Cap Fund - Regular Plan - Growth

3Y Returns24.2%

AUM 23717Cr.

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns27.67%

AUM 7821Cr.

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Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns34.8%

AUM 43816Cr.

VS

Quant Small Cap Fund-Growth

Returns33.9%

AUM 13002Cr.

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Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns29.86%

AUM 3880Cr.

VS

Quant Small Cap Fund-Growth

Returns33.9%

AUM 13002Cr.

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Franklin India Smaller Companies Fund-Growth

3Y Returns32.71%

AUM 11398Cr.

VS

DSP Small Cap Fund - Regular - Growth

Returns25.41%

AUM 13095Cr.

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation.
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently 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 17-05-2024 is 20.1122.

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 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.

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 3513.33 Crs.

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.

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.

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 holdings are in Bajaj holdings and investment Financial, Automobile, Energy, Services, Materials.

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.

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.

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.

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.

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