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SBI Equity Savings Fund Direct growth
Hybrid • Equity Savings • Direct growth
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct growth
Launched On
27 May 2015
10.4 years ago
Lock-in Period
No lock-in
NAV
as of 29 Oct 2025
₹26.97
+0.236% (0.10)
AUM
₹6,169 Cr
Expense ratio
0.99%
Benchmark
NIFTY Equity Savings
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
0.1%
If units sold after 15D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Basic Materials
Industrials
Real Estate
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹7,93,938 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Fund Managers
Mohit Jain
Experience: 7.91 yrs • Total AUM: 1,28,061 Cr
Neeraj Kumar
Experience: 13.06 yrs • Total AUM: 2,96,996 Cr
Nidhi Chawla
Experience: 7.91 yrs • Total AUM: 77,648 Cr
Pradeep Kesavan
Experience: 1.90 yrs • Total AUM: 17,02,690 Cr
Vandna Soni
Experience: 1.82 yrs • Total AUM: 2,19,281 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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