SBI Equity Savings Regular Growth
- Equity Savings
- Hybrid
- Moderate Risk
Explore On
Rating:
3
Key Metrics
Aum
₹5,610.15 Cr
Expense Ratio
1.50%
Exit Load
0.10%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
27 May 2015
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.89% | -- |
| 3 Months | +1.28% | -- |
| 6 Months | +1.16% | -- |
| 1 Year | +1.39% | +1.39% |
| 2 Years | -- | +4.3% |
| 3 Years | +29.03% | +8.87% |
| 5 Years | +48.89% | +8.29% |
| Since Launch | +145.7% | +8.42% |
Holdings as on 10 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 2,506.19 | 44.41 |
| ICICI Bank | 299.76 | 5.31 |
| Kotak Mahindra Bank | 293.53 | 5.20 |
| HDFC Bank | 282.52 | 5.01 |
| Reliance Industries | 265.32 | 4.70 |
| Net Receivable / Payable | 224.77 | 3.98 |
| State Bank of India | 173.91 | 3.08 |
| SBI Liquid Dir Gr | 154.67 | 2.74 |
| Larsen & Toubro Ltd | 149.27 | 2.65 |
| AXIS Bank Ltd | 145.23 | 2.57 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.48
Sharpe Ratio
5.28%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Kotak Equity Savings Fund Regular Growth | +4.46% | +9.56% | +9.54% |
| Mirae Asset Equity Savings Fund Regular Growth | +3.59% | +9.76% | +8.78% |
| SBI Equity Savings Regular Growth | +1.39% | +8.87% | +8.29% |
| DSP Equity Savings Fund Regular Plan Growth | +2.02% | +8.38% | +7.56% |
| HDFC Equity Savings Fund Growth | +1.84% | +8.24% | +7.99% |
Results are calculated on CAGR basis
About Fund
The scheme aims 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.
The SBI Equity Savings Regular Growth has an AUM of 5610.15 crores & has delivered CAGR of 8.29 in the last 5 years. The fund has an exit load of 0.10% and an expense ratio of 1.50%. The minimum investment in SBI Equity Savings Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Low & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, ICICI Bank, Kotak Mahindra Bank, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Construction Services, Insurance (Life).
Some of the similar funds are Kotak Equity Savings Fund Regular Growth, Mirae Asset Equity Savings Fund Regular Growth, SBI Equity Savings Regular Growth, DSP Equity Savings Fund Regular Plan Growth, HDFC Equity Savings Fund Growth. SBI Equity Savings Regular Growth has a sharpe ratio of 0.48 & a standard deviation of 5.28%.
FAQs
According to the morning star rating SBI Equity Savings Regular Growth has a Low risk & Good return.
SBI Equity Savings Regular Growth is managed by Neeraj Kumar,Nidhi Chawla,Mohit Jain,Pradeep Kesavan,Vandna Soni.
The expense ratio of SBI Equity Savings Regular Growth is 1.50%.
The 5 year annualized return on SBI Equity Savings Regular Growth is 8.29% & it has generated 1.39% in the last 1 year.
The minimum investment in SBI Equity Savings Regular Growth is 1000 Rs.
SBI Equity Savings Regular Growth has an AUM of 5610.15 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.