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SBI Savings Fund Regular Plan Growth

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  • Debt
  • Money Market
  • Rating 4
  • Plan
35.04 +0.00 (0.01%) NAV as on 08 Feb, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)18535.40
  • CAGR 4.65%
  • Exit Load0.10%
  • Expense ratio0.76%
  • CategoryDebt
  • Min Investment500
  • Min SIP500
  • Launch Date2004-07-19

Morning Star Rating 4

Low
Risk
Moderate
Return

Asset Allocation

Holdings As On - 09 February 2023

  • Name
  • Value (Cr)
  • Holding %
  • 7.10% Govt Stock 2029
  • 1217.15
  • 6.57%
  • 182 DTB 30032023
  • 790.13
  • 4.26%
  • The Federal Bank Limited
  • 732.27
  • 3.95%
  • Bank Of Baroda
  • 660.75
  • 3.56%
  • Bharti Airtel Limited (Formerly Bharti Tele-Ventures Limited)
  • 596.49
  • 3.22%
  • LIC Housing Finance Limited
  • 575.09
  • 3.10%
  • Axis Bank Limited
  • 572.09
  • 3.09%
  • HDFC Bank Limited
  • 551.04
  • 2.97%
  • Canara Bank
  • 497.44
  • 2.68%
  • Axis Bank Limited
  • 490.17
  • 2.64%
View More

Risk & Volitility

  • Alpha -0.02%
  • Beta 2.33
  • Sharpe Ratio0.32
  • Std Deviation 0.54%
  • Tracking Error 0.42%

About Fund

To provide the investors an opportunity to invest in money market instruments.

 

The SBI Savings Fund Regular Plan Growth has an AUM of 18535.40 crores & has delivered CAGR of 5.61% in the last 5 years. The fund has an exit load of 0.10% and an expense ratio of 0.76%. The minimum investment in SBI Savings Fund Regular Plan Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

 

The top holdings of the fund include 7.10% Govt Stock 2029, 182 DTB 30032023, The Federal Bank Limited & Bank Of Baroda.

 

Some of the similar funds are Aditya Birla Sun Life Money Manager Fund Plan Retail Growth, Aditya Birla Sun Life Money Manager Fund Regular Plan Growth, HDFC Money Market Growth, SBI Savings Fund Regular Plan Growth, Kotak Money Market Growth. SBI Savings Fund Regular Plan Growth has a sharpe ratio of 0.32 & a standard deviation of 0.54%.

FAQs about SBI Savings Fund Regular Plan Growth

According to the morning star rating SBI Savings Fund Regular Plan Growth has a Low risk & Moderate return.
SBI Savings Fund Regular Plan Growth is managed by R. Arun,Mohit Jain.
The expense ratio of SBI Savings Fund Regular Plan Growth is 0.76%.
The 5 year annualized return on SBI Savings Fund Regular Plan Growth is 5.61% & it has generated 4.65% in the last 1 year.
The minimum investment in SBI Savings Fund Regular Plan Growth is 500 Rs.
SBI Savings Fund Regular Plan Growth has an AUM of 18535.40 crores.

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