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Fund Overview

Fund Size

Fund Size

₹5,512 Cr

Expense Ratio

Expense Ratio

1.43%

ISIN

ISIN

INF200KA1DA4

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

27 May 2015

About this fund

SBI Equity Savings Fund Regular Growth is a Equity Savings mutual fund schemes offered by SBI Mutual Fund. This fund has been in existence for 9 years, 10 months and 1 days, having been launched on 27-May-15.
As of 26-Mar-25, it has a Net Asset Value (NAV) of ₹22.64, Assets Under Management (AUM) of 5511.97 Crores, and an expense ratio of 1.43%.
  • SBI Equity Savings Fund Regular Growth has given a CAGR return of 8.67% since inception.
  • The fund's asset allocation comprises around 41.79% in equities, 26.47% in debts, and 31.74% in cash & cash equivalents.
  • You can start investing in SBI Equity Savings Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+7.43%

+6.29% (Cat Avg.)

3 Years

+9.48%

+8.51% (Cat Avg.)

5 Years

+13.89%

+12.34% (Cat Avg.)

Since Inception

+8.67%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity2,303.39 Cr41.79%
Debt1,458.95 Cr26.47%
Others1,749.63 Cr31.74%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Cash Offset For DerivativesCash - General Offset1,581.03 Cr28.68%
HDFC Bank LtdEquity489.96 Cr8.89%
Future on HDFC Bank LtdEquity - Future-289.06 Cr5.24%
Kotak Mahindra Bank LtdEquity240.76 Cr4.37%
Future on Reliance Industries LtdEquity - Future-212.4 Cr3.85%
Reliance Industries LtdEquity211.28 Cr3.83%
TrepsCash - Repurchase Agreement207.62 Cr3.77%
7.38% Govt Stock 2027Bond - Gov't/Treasury162.71 Cr2.95%
ICICI Bank LtdEquity152.6 Cr2.77%
Bharti Telecom Limited 8.75%Bond - Corporate Bond151.82 Cr2.75%
Future on Kotak Mahindra Bank LtdEquity - Future-146.48 Cr2.66%
Axis Bank LtdEquity129.8 Cr2.35%
7.1% Govt Stock 2034Bond - Gov't/Treasury127.67 Cr2.32%
Larsen & Toubro LtdEquity120.16 Cr2.18%
State Bank of IndiaEquity111.41 Cr2.02%
Cube Highways TrustEquity108 Cr1.96%
Embassy Office Parks ReitBond - Asset Backed107.36 Cr1.95%
National Highways Infra Trust UnitsEquity - REIT104.79 Cr1.90%
7.18% Govt Stock 2033Bond - Gov't/Treasury102.46 Cr1.86%
Infopark Properties Ltd.Bond - Corporate Bond100.19 Cr1.82%
7.33% Govt Stock 2026Bond - Gov't/Treasury75.9 Cr1.38%
Smfg India Home Finance Co. Ltd.Bond - Corporate Bond75.35 Cr1.37%
Avanse Financial Services LimitedBond - Corporate Bond74.73 Cr1.36%
Sbfc Finance Ltd.Bond - Corporate Bond74.68 Cr1.35%
Indus Towers Ltd. 27-Mar-25Equity - Future-70.1 Cr1.27%
Indus Towers Ltd Ordinary SharesEquity69.7 Cr1.26%
Brookfield India Real Estate TrustBond - Asset Backed65.51 Cr1.19%
Future on Mahindra & Mahindra LtdEquity - Future-65.45 Cr1.19%
Mahindra & Mahindra LtdEquity65.05 Cr1.18%
Bajaj Auto LtdEquity60.44 Cr1.10%
Bajaj Finance LtdEquity59.71 Cr1.08%
Jubilant Foodworks LtdEquity57.13 Cr1.04%
AAVAS Financiers LtdEquity56.63 Cr1.03%
Shree Cement LtdEquity54.57 Cr0.99%
Berger Paints India LtdEquity53.6 Cr0.97%
Future on Tata Motors LtdEquity - Future-53.32 Cr0.97%
Tata Motors LtdEquity53.01 Cr0.96%
Future on National Aluminium Co LtdEquity - Future-50.64 Cr0.92%
National Aluminium Co LtdEquity50.48 Cr0.92%
Jm Financial Credit Solutions LimitedBond - Corporate Bond50.38 Cr0.91%
Bank Of Baroda( Tier Ii Bond Under Basel Iii )Bond - Corporate Bond49.61 Cr0.90%
Wonderla Holidays LtdEquity48.54 Cr0.88%
Aster DM Healthcare Ltd Ordinary SharesEquity48.35 Cr0.88%
Indian Energy Exchange LtdEquity48.34 Cr0.88%
Lonza Group Ltd ADREquity45.81 Cr0.83%
Mahindra Rural Housing Finance Ltd.Bond - Corporate Bond45.64 Cr0.83%
Future on Hindalco Industries LtdEquity - Future-45.41 Cr0.82%
Hindalco Industries LtdEquity45.29 Cr0.82%
EIH LtdEquity44.66 Cr0.81%
Future on DLF LtdEquity - Future-44.16 Cr0.80%
DLF LtdEquity44.04 Cr0.80%
Ganesha Ecosphere LtdEquity42.81 Cr0.78%
ZF Commercial Vehicle Control Systems India LtdEquity42.52 Cr0.77%
LTIMindtree LtdEquity41.99 Cr0.76%
Paradeep Phosphates LtdEquity40 Cr0.73%
Rainbow Childrens Medicare LtdEquity39.8 Cr0.72%
Net Receivable / PayableCash - Collateral-39.03 Cr0.71%
Aether Industries LtdEquity37.29 Cr0.68%
Sansera Engineering LtdEquity35.99 Cr0.65%
Aptus Value Housing Finance India LtdEquity35.9 Cr0.65%
Neogen Chemicals LtdEquity35.5 Cr0.64%
Torrent Power LtdEquity35.29 Cr0.64%
Cube Highways TrustBond - Corporate Bond34.87 Cr0.63%
Samvardhana Motherson International LtdEquity34.14 Cr0.62%
Garware Technical Fibres LtdEquity33.88 Cr0.61%
Future on Punjab National BankEquity - Future-33.52 Cr0.61%
Punjab National BankEquity33.35 Cr0.61%
Gokaldas Exports LtdEquity31 Cr0.56%
Finolex Industries LtdEquity30.66 Cr0.56%
Gland Pharma LtdEquity30.43 Cr0.55%
Brainbees Solutions LtdEquity30.4 Cr0.55%
Swiggy LtdEquity30.39 Cr0.55%
Future on REC LtdEquity - Future-28.9 Cr0.52%
REC LtdEquity28.72 Cr0.52%
Future on Ambuja Cements LtdEquity - Future-28.5 Cr0.52%
Ambuja Cements LtdEquity28.41 Cr0.52%
Future on Axis Bank LtdEquity - Future-28.41 Cr0.52%
Esab India LtdEquity28.28 Cr0.51%
Kalpataru Projects International LtdEquity25.62 Cr0.46%
Future on Larsen & Toubro LtdEquity - Future-25.39 Cr0.46%
Muthoot Finance LimitedBond - Corporate Bond25.19 Cr0.46%
Ongc Petro Additions LimitedBond - Corporate Bond25.06 Cr0.45%
Poonawalla Housing Finance LimitedBond - Corporate Bond25.03 Cr0.45%
Power Finance Corporation Ltd.Bond - Corporate Bond24.98 Cr0.45%
Muthoot Finance LimitedBond - Corporate Bond24.93 Cr0.45%
Future on Tata Power Co LtdEquity - Future-23.61 Cr0.43%
Tata Power Co LtdEquity23.54 Cr0.43%
DOMS Industries LtdEquity23.47 Cr0.43%
Future on GMR Airports LtdEquity - Future-23.43 Cr0.43%
GMR Airports LtdEquity23.37 Cr0.42%
Future on Tata Consultancy Services LtdEquity - Future-22.81 Cr0.41%
Tata Consultancy Services LtdEquity22.68 Cr0.41%
Delhivery LtdEquity22.23 Cr0.40%
VIP Industries LtdEquity22.19 Cr0.40%
VRL Logistics LtdEquity20.78 Cr0.38%
Future on State Bank of IndiaEquity - Future-20.53 Cr0.37%
Whirlpool of India LtdEquity20 Cr0.36%
Future on Infosys LtdEquity - Future-19.22 Cr0.35%
Future on Bank of BarodaEquity - Future-19.11 Cr0.35%
Infosys LtdEquity19.1 Cr0.35%
Bank of BarodaEquity19.02 Cr0.35%
Future on Canara BankEquity - Future-18.3 Cr0.33%
Canara BankEquity18.18 Cr0.33%
Future on Aditya Birla Capital LtdEquity - Future-18.02 Cr0.33%
Future on Tata Steel Ltd.Equity - Future-18.02 Cr0.33%
Tata Steel LtdEquity17.96 Cr0.33%
Aditya Birla Capital LtdEquity17.94 Cr0.33%
Future on Hindustan Aeronautics Ltd Ordinary SharesEquity - Future-17.62 Cr0.32%
Hindustan Aeronautics Ltd Ordinary SharesEquity17.51 Cr0.32%
Future on Bajaj Finserv LtdEquity - Future-16.95 Cr0.31%
Bajaj Finserv LtdEquity16.85 Cr0.31%
Future on ICICI Bank LtdEquity - Future-16.03 Cr0.29%
KNR Constructions LtdEquity15.98 Cr0.29%
Future on ACC LtdEquity - Future-15.76 Cr0.29%
ACC LtdEquity15.71 Cr0.29%
Aadhar Housing Finance LtdBond - Corporate Bond15.02 Cr0.27%
Kajaria Ceramics LtdEquity14.83 Cr0.27%
Future on Samvardhana Motherson International LtdEquity - Future-14.03 Cr0.25%
Future on Adani Green Energy LtdEquity - Future-13.92 Cr0.25%
Bharat Forge LtdEquity13.86 Cr0.25%
Adani Green Energy LtdEquity13.85 Cr0.25%
Future on IndusInd Bank LtdEquity - Future-11.44 Cr0.21%
IndusInd Bank LtdEquity11.39 Cr0.21%
Future on Bharat Heavy Electricals LtdEquity - Future-11.35 Cr0.21%
Bharat Heavy Electricals LtdEquity11.29 Cr0.20%
Future on UltraTech Cement LtdEquity - Future-10.6 Cr0.19%
Future on Titan Co LtdEquity - Future-10.56 Cr0.19%
UltraTech Cement LtdEquity10.53 Cr0.19%
Titan Co LtdEquity10.5 Cr0.19%
Muthoot Finance LimitedBond - Corporate Bond10.03 Cr0.18%
182 DTB 05062025Bond - Gov't/Treasury9.83 Cr0.18%
Future on Bharat Petroleum Corp LtdEquity - Future-9.71 Cr0.18%
Bharat Petroleum Corp LtdEquity9.65 Cr0.18%
Future on Bharti Airtel LtdEquity - Future-9.6 Cr0.17%
Bharti Airtel LtdEquity9.55 Cr0.17%
Future on JSW Steel LtdEquity - Future-9.36 Cr0.17%
JSW Steel LtdEquity9.31 Cr0.17%
Future on Zydus Lifesciences LtdEquity - Future-8.15 Cr0.15%
Zydus Lifesciences LtdEquity8.13 Cr0.15%
Future on United Spirits LtdEquity - Future-7.22 Cr0.13%
United Spirits LtdEquity7.19 Cr0.13%
Future on Apollo Hospitals Enterprise LtdEquity - Future-6.93 Cr0.13%
Apollo Hospitals Enterprise LtdEquity6.88 Cr0.12%
Future on Bajaj Auto LtdEquity - Future-6.74 Cr0.12%
Future on Sun Pharmaceuticals Industries LtdEquity - Future-6.45 Cr0.12%
Sun Pharmaceuticals Industries LtdEquity6.41 Cr0.12%
Future on NMDC LtdEquity - Future-6.28 Cr0.11%
NMDC LtdEquity6.24 Cr0.11%
Future on InterGlobe Aviation LtdEquity - Future-5.79 Cr0.10%
InterGlobe Aviation LtdEquity5.78 Cr0.10%
Future on Oil & Natural Gas Corp LtdEquity - Future-5.1 Cr0.09%
Oil & Natural Gas Corp LtdEquity5.07 Cr0.09%
Indian Oil Corporation Ltd. 27-Mar-25Equity - Future-4.9 Cr0.09%
Indian Oil Corp LtdEquity4.87 Cr0.09%
Future on SBI Life Insurance Co LtdEquity - Future-4.67 Cr0.08%
SBI Life Insurance Co LtdEquity4.67 Cr0.08%
Future on Adani Enterprises LtdEquity - Future-4.6 Cr0.08%
Adani Enterprises LtdEquity4.59 Cr0.08%
The Indian Hotels Company Ltd. 27-Mar-25Equity - Future-4.45 Cr0.08%
Indian Hotels Co LtdEquity4.44 Cr0.08%
Future on The Federal Bank LtdEquity - Future-4.28 Cr0.08%
The Federal Bank LtdEquity4.26 Cr0.08%
Future on HDFC Life Insurance Co LtdEquity - Future-3.84 Cr0.07%
HDFC Life Insurance Co LtdEquity3.82 Cr0.07%
Future on Piramal Enterprises LtdEquity - Future-3.75 Cr0.07%
Piramal Enterprises LtdEquity3.73 Cr0.07%
Future on UPL LtdEquity - Future-3.44 Cr0.06%
UPL LtdEquity3.43 Cr0.06%
Future on Trent LtdEquity - Future-3.31 Cr0.06%
Trent LtdEquity3.3 Cr0.06%
Future on HCL Technologies LtdEquity - Future-2.99 Cr0.05%
HCL Technologies LtdEquity2.98 Cr0.05%
Future on Vedanta LtdEquity - Future-2.6 Cr0.05%
Vedanta LtdEquity2.59 Cr0.05%
Tega Industries LtdEquity2.25 Cr0.04%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity2.23 Cr0.04%
Future on Indian Railway Catering And Tourism Corp LtdEquity - Future-2.13 Cr0.04%
Indian Railway Catering And Tourism Corp LtdEquity2.11 Cr0.04%
Future on GAIL (India) LtdEquity - Future-2.06 Cr0.04%
GAIL (India) LtdEquity2.05 Cr0.04%
Future on LIC Housing Finance LtdEquity - Future-2 Cr0.04%
LIC Housing Finance LtdEquity1.99 Cr0.04%
Future on Polycab India LtdEquity - Future-1.83 Cr0.03%
Polycab India LtdEquity1.83 Cr0.03%
Future on Coal India LtdEquity - Future-1.13 Cr0.02%
Coal India LtdEquity1.12 Cr0.02%
Dixon Technologies (India) LtdEquity1.05 Cr0.02%
Future on Dixon Technologies (India) LtdEquity - Future-1.03 Cr0.02%
Future on Siemens LtdEquity - Future-0.9 Cr0.02%
Siemens LtdEquity0.9 Cr0.02%
Future on Shriram Finance LtdEquity - Future-0.65 Cr0.01%
Shriram Finance LtdEquity0.65 Cr0.01%
Future on Aurobindo Pharma LtdEquity - Future-0.59 Cr0.01%
Aurobindo Pharma LtdEquity0.58 Cr0.01%
Future on Wipro LtdEquity - Future-0.42 Cr0.01%
Wipro LtdEquity0.42 Cr0.01%
Future on Jindal Steel & Power LtdEquity - Future-0.37 Cr0.01%
Jindal Steel & Power LtdEquity0.37 Cr0.01%
Future on HDFC Asset Management Co LtdEquity - Future-0.33 Cr0.01%
HDFC Asset Management Co LtdEquity0.33 Cr0.01%
Future on Biocon LtdEquity - Future-0.23 Cr0.00%
Biocon LtdEquity0.23 Cr0.00%
Future on Power Grid Corp Of India LtdEquity - Future-0.18 Cr0.00%
Power Grid Corp Of India LtdEquity0.18 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

18.43%

Mid Cap Stocks

3.96%

Small Cap Stocks

16.48%

Allocation By Credit Quality (Debt)

AAA

AA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,489.99 Cr27.03%
Consumer Cyclical684.24 Cr12.41%
Industrials475.04 Cr8.62%
Basic Materials411.29 Cr7.46%
Energy236.59 Cr4.29%
Healthcare186.64 Cr3.39%
Technology88.21 Cr1.60%
Communication Services81.48 Cr1.48%
Utilities74.92 Cr1.36%
Real Estate44.04 Cr0.80%
Consumer Defensive7.19 Cr0.13%

Risk & Performance Ratios

Standard Deviation

This fund

5.57%

Cat. avg.

5.04%

Lower the better

Sharpe Ratio

This fund

0.39

Cat. avg.

0.37

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.61

Higher the better

Fund Managers

NK

Neeraj Kumar

Since May 2015

NC

Nidhi Chawla

Since January 2022

MS

Mansi Sajeja

Since June 2021

PK

Pradeep Kesavan

Since January 2024

VS

Vandna Soni

Since January 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF200KA1DA4
Expense Ratio
1.43%
Exit Load
No Charges
Fund Size
₹5,512 Cr
Age
9 years 10 months
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
NIFTY Equity Savings TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity Savings Funds

Fund nameExpense RatioExit LoadFund size
1Y
Kotak Equity Savings Fund Direct Growth

Moderate Risk

0.7%1.0%₹7897.27 Cr7.8%
Kotak Equity Savings Fund Regular Growth

Moderate Risk

1.8%1.0%₹7897.27 Cr6.6%
Edelweiss Equity Savings Fund Regular Growth

Moderate Risk

1.6%0.0%₹568.54 Cr9.7%
Edelweiss Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹568.54 Cr10.8%
Baroda BNP Paribas Equity Savings Fund Regular Growth

Moderately High risk

2.5%1.0%₹677.47 Cr7.1%
Baroda BNP Paribas Equity Savings Fund Direct Growth

Moderately High risk

1.3%1.0%₹677.47 Cr8.4%
Tata Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹249.88 Cr9.3%
Bandhan Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹254.67 Cr6.9%
PGIM India Equity Savings Fund Regular Growth

Low to Moderate Risk

1.3%0.0%₹68.41 Cr6.5%
Sundaram Equity Savings Fund Regular Growth

Moderate Risk

2.2%0.0%₹1032.94 Cr9.0%

About the AMC

SBI Mutual Fund

SBI Mutual Fund

Total AUM

₹10,61,727 Cr

Address

C-38 & 39, G Block, Bandra Kurla Complex, Mumbai, 400 051

Other Funds by SBI Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
SBI Nifty50 Equal Weight Index Fund Direct Growth

Very High Risk

0.5%0.0%₹953.30 Cr6.2%
SBI Fixed Maturity Plan (FMP) - Series 91 (90 Days) Direct Growth

Moderately High risk

-0.0%--
SBI Debt Fund Series C 24 Direct Growth

Low to Moderate Risk

-0.0%-4.4%
SBI Fixed Maturity Plan (FMP) - Series 47 (1434 Days) Direct Growth

Low Risk

-0.0%₹142.30 Cr7.4%
SBI Fixed Maturity Plan Series 41 1498 Days Direct Growth

Low Risk

-0.0%₹908.19 Cr7.1%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
SBI Debt Fund Series C 25 Direct Growth

Low to Moderate Risk

-0.0%-5.1%
SBI Fixed Maturity Plan (FMP) - Series 60 (1878 Days) Direct Growth

Low to Moderate Risk

-0.0%₹244.07 Cr8.4%
SBI Fixed Maturity Plan (FMP) - Series 74 1243 Days Direct Growth

Low to Moderate Risk

--₹154.11 Cr8.0%
SBI Fixed Maturity Plan Series 78 1170 Days Direct Growth

Low to Moderate Risk

-0.0%₹122.06 Cr7.8%
SBI Fixed Maturity Plan Series 66 1361 Days Direct Growth

Moderate Risk

-0.0%₹662.46 Cr7.9%
SBI Fixed Maturity Plan Series 57 1835 Days Direct Growth

Low to Moderate Risk

--₹253.53 Cr8.3%
SBI Fixed Maturity Plan (FMP) - Series 80 366 Days Direct Growth

Moderate Risk

-0.0%-7.6%
SBI Fixed Maturity Plan Series 1 3668 Days Direct Growth

Moderate Risk

-0.0%₹47.46 Cr9.2%
SBI Fixed Maturity Plan Series 81 1157 Days Direct Growth

Low to Moderate Risk

-0.0%₹399.49 Cr8.0%
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) Direct Growth

Low to Moderate Risk

-0.0%₹387.09 Cr8.2%
SBI Fixed Maturity Plan (FMP) - Series 75 (366 Days) Direct Growth

Moderate Risk

---7.5%
SBI Fixed Maturity Plan Series 46 1850 Days Direct Growth

Low to Moderate Risk

-0.0%₹130.01 Cr7.9%
SBI Fixed Maturity Plan Series 53 1839 Days Direct Growth

Low to Moderate Risk

--₹304.98 Cr8.3%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
SBI Fixed Maturity Plan Series 79 1130 Days Direct Growth

Low to Moderate Risk

-0.0%₹79.97 Cr7.6%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹247.45 Cr5.4%
SBI Fixed Maturity Plan Series 76 1221 Days Direct Growth

Low to Moderate Risk

--₹161.44 Cr7.6%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Fixed Maturity Plan Series 73 1226 Days Direct Growth

Low to Moderate Risk

--₹196.01 Cr7.7%
SBI Fixed Maturity Plan Series 44 1855 Days Direct Growth

Low to Moderate Risk

-0.0%₹380.09 Cr7.9%
SBI Fixed Maturity Plan Series 65 367 Days Direct Growth

Low to Moderate Risk

-0.0%--
SBI Fixed Maturity Plan (FMP) - Series 58 (1842 Days) Direct Growth

Low to Moderate Risk

--₹247.71 Cr8.3%
SBI Fixed Maturity Plan (FMP) - Series 50 (1843 Days) Direct Growth

Low to Moderate Risk

--₹120.16 Cr-
SBI Fixed Maturity Plan Series 52 1848 Days Direct Growth

Low to Moderate Risk

--₹135.36 Cr8.2%
SBI Fixed Maturity Plan Series 67 1467 Days Direct Growth

Low to Moderate Risk

-0.0%₹569.29 Cr7.9%
SBI Fixed Maturity Plan (FMP) - Series 54 (1842 Days) Direct Growth

Low to Moderate Risk

--₹37.15 Cr8.3%
SBI Fixed Maturity Plan Series 6 3668 Days Direct Growth

Moderate Risk

-0.0%₹34.34 Cr9.1%
SBI Fixed Maturity Plan Series 34 3682 Days Direct Growth

Moderate Risk

--₹27.26 Cr9.3%
SBI Fixed Maturity Plan Series 64 1169 Days Direct Growth

Low to Moderate Risk

-0.0%₹391.24 Cr7.4%
SBI Fixed Maturity Plan (FMP) - Series 59 (1618 Days) Direct Growth

Low to Moderate Risk

-0.0%₹27.58 Cr7.6%
SBI Long Term Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹63.67 Cr9.2%
SBI Long Term Advantage Fund Series V Direct Growth

Very High Risk

-0.0%₹316.13 Cr29.4%
SBI Fixed Maturity Plan Series 43 1616 Days Direct Growth

Low to Moderate Risk

-0.0%₹117.61 Cr7.5%
SBI Fixed Maturity Plan Series 45 1840 Days Direct Growth

Moderate Risk

-0.0%₹223.16 Cr8.0%
SBI Fixed Maturity Plan Series 69 367 Days Direct Growth

Moderate Risk

-0.0%-7.6%
SBI Long Term Advantage Fund Series IV Direct Growth

Very High Risk

-0.0%₹192.52 Cr10.7%
SBI Fixed Maturity Plan Series 56 1232 Days Direct Growth

Low Risk

--₹285.09 Cr7.3%
SBI Fixed Maturity Plan (FMP) - Series 48 (1458 Days) Direct Growth

Low Risk

-0.0%₹46.01 Cr7.4%
SBI Fixed Maturity Plan Series 68 1302 Days Direct Growth

Low to Moderate Risk

-0.0%₹188.49 Cr7.5%
SBI Fixed Maturity Plan Series 42 1857 Days Direct Growth

Low to Moderate Risk

-0.0%₹472.13 Cr7.9%
SBI Fixed Maturity Plan Series 63 372 Days Direct Growth

Low to Moderate Risk

-0.0%-6.3%
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) Direct Growth

Low to Moderate Risk

--₹294.87 Cr8.2%
SBI Fixed Maturity Plan (FMP) - Series 71 (364 Days) Direct Growth

Moderate Risk

---7.5%
SBI Fixed Maturity Plan Series (FMP) - 77 (366 Days) Direct Growth

Moderate Risk

-0.0%-7.7%

Risk Level

Your principal amount will be at Moderately High risk

Moderately High risk

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The NAV of SBI Equity Savings Fund Regular Growth, as of 26-Mar-2025, is ₹22.64.
The fund has generated 7.43% over the last 1 year and 9.48% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 41.79% in equities, 26.47% in bonds, and 31.74% in cash and cash equivalents.
The fund managers responsible for SBI Equity Savings Fund Regular Growth are:-
  1. Neeraj Kumar
  2. Nidhi Chawla
  3. Mansi Sajeja
  4. Pradeep Kesavan
  5. Vandna Soni

Fund Overview

Fund Size

Fund Size

₹5,512 Cr

Expense Ratio

Expense Ratio

1.43%

ISIN

ISIN

INF200KA1DA4

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

27 May 2015

Risk Level

Your principal amount will be at Moderately High risk

Moderately High risk

About this fund

SBI Equity Savings Fund Regular Growth is a Equity Savings mutual fund schemes offered by SBI Mutual Fund. This fund has been in existence for 9 years, 10 months and 1 days, having been launched on 27-May-15.
As of 26-Mar-25, it has a Net Asset Value (NAV) of ₹22.64, Assets Under Management (AUM) of 5511.97 Crores, and an expense ratio of 1.43%.
  • SBI Equity Savings Fund Regular Growth has given a CAGR return of 8.67% since inception.
  • The fund's asset allocation comprises around 41.79% in equities, 26.47% in debts, and 31.74% in cash & cash equivalents.
  • You can start investing in SBI Equity Savings Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+7.43%

+6.29% (Cat Avg.)

3 Years

+9.48%

+8.51% (Cat Avg.)

5 Years

+13.89%

+12.34% (Cat Avg.)

Since Inception

+8.67%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity2,303.39 Cr41.79%
Debt1,458.95 Cr26.47%
Others1,749.63 Cr31.74%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Cash Offset For DerivativesCash - General Offset1,581.03 Cr28.68%
HDFC Bank LtdEquity489.96 Cr8.89%
Future on HDFC Bank LtdEquity - Future-289.06 Cr5.24%
Kotak Mahindra Bank LtdEquity240.76 Cr4.37%
Future on Reliance Industries LtdEquity - Future-212.4 Cr3.85%
Reliance Industries LtdEquity211.28 Cr3.83%
TrepsCash - Repurchase Agreement207.62 Cr3.77%
7.38% Govt Stock 2027Bond - Gov't/Treasury162.71 Cr2.95%
ICICI Bank LtdEquity152.6 Cr2.77%
Bharti Telecom Limited 8.75%Bond - Corporate Bond151.82 Cr2.75%
Future on Kotak Mahindra Bank LtdEquity - Future-146.48 Cr2.66%
Axis Bank LtdEquity129.8 Cr2.35%
7.1% Govt Stock 2034Bond - Gov't/Treasury127.67 Cr2.32%
Larsen & Toubro LtdEquity120.16 Cr2.18%
State Bank of IndiaEquity111.41 Cr2.02%
Cube Highways TrustEquity108 Cr1.96%
Embassy Office Parks ReitBond - Asset Backed107.36 Cr1.95%
National Highways Infra Trust UnitsEquity - REIT104.79 Cr1.90%
7.18% Govt Stock 2033Bond - Gov't/Treasury102.46 Cr1.86%
Infopark Properties Ltd.Bond - Corporate Bond100.19 Cr1.82%
7.33% Govt Stock 2026Bond - Gov't/Treasury75.9 Cr1.38%
Smfg India Home Finance Co. Ltd.Bond - Corporate Bond75.35 Cr1.37%
Avanse Financial Services LimitedBond - Corporate Bond74.73 Cr1.36%
Sbfc Finance Ltd.Bond - Corporate Bond74.68 Cr1.35%
Indus Towers Ltd. 27-Mar-25Equity - Future-70.1 Cr1.27%
Indus Towers Ltd Ordinary SharesEquity69.7 Cr1.26%
Brookfield India Real Estate TrustBond - Asset Backed65.51 Cr1.19%
Future on Mahindra & Mahindra LtdEquity - Future-65.45 Cr1.19%
Mahindra & Mahindra LtdEquity65.05 Cr1.18%
Bajaj Auto LtdEquity60.44 Cr1.10%
Bajaj Finance LtdEquity59.71 Cr1.08%
Jubilant Foodworks LtdEquity57.13 Cr1.04%
AAVAS Financiers LtdEquity56.63 Cr1.03%
Shree Cement LtdEquity54.57 Cr0.99%
Berger Paints India LtdEquity53.6 Cr0.97%
Future on Tata Motors LtdEquity - Future-53.32 Cr0.97%
Tata Motors LtdEquity53.01 Cr0.96%
Future on National Aluminium Co LtdEquity - Future-50.64 Cr0.92%
National Aluminium Co LtdEquity50.48 Cr0.92%
Jm Financial Credit Solutions LimitedBond - Corporate Bond50.38 Cr0.91%
Bank Of Baroda( Tier Ii Bond Under Basel Iii )Bond - Corporate Bond49.61 Cr0.90%
Wonderla Holidays LtdEquity48.54 Cr0.88%
Aster DM Healthcare Ltd Ordinary SharesEquity48.35 Cr0.88%
Indian Energy Exchange LtdEquity48.34 Cr0.88%
Lonza Group Ltd ADREquity45.81 Cr0.83%
Mahindra Rural Housing Finance Ltd.Bond - Corporate Bond45.64 Cr0.83%
Future on Hindalco Industries LtdEquity - Future-45.41 Cr0.82%
Hindalco Industries LtdEquity45.29 Cr0.82%
EIH LtdEquity44.66 Cr0.81%
Future on DLF LtdEquity - Future-44.16 Cr0.80%
DLF LtdEquity44.04 Cr0.80%
Ganesha Ecosphere LtdEquity42.81 Cr0.78%
ZF Commercial Vehicle Control Systems India LtdEquity42.52 Cr0.77%
LTIMindtree LtdEquity41.99 Cr0.76%
Paradeep Phosphates LtdEquity40 Cr0.73%
Rainbow Childrens Medicare LtdEquity39.8 Cr0.72%
Net Receivable / PayableCash - Collateral-39.03 Cr0.71%
Aether Industries LtdEquity37.29 Cr0.68%
Sansera Engineering LtdEquity35.99 Cr0.65%
Aptus Value Housing Finance India LtdEquity35.9 Cr0.65%
Neogen Chemicals LtdEquity35.5 Cr0.64%
Torrent Power LtdEquity35.29 Cr0.64%
Cube Highways TrustBond - Corporate Bond34.87 Cr0.63%
Samvardhana Motherson International LtdEquity34.14 Cr0.62%
Garware Technical Fibres LtdEquity33.88 Cr0.61%
Future on Punjab National BankEquity - Future-33.52 Cr0.61%
Punjab National BankEquity33.35 Cr0.61%
Gokaldas Exports LtdEquity31 Cr0.56%
Finolex Industries LtdEquity30.66 Cr0.56%
Gland Pharma LtdEquity30.43 Cr0.55%
Brainbees Solutions LtdEquity30.4 Cr0.55%
Swiggy LtdEquity30.39 Cr0.55%
Future on REC LtdEquity - Future-28.9 Cr0.52%
REC LtdEquity28.72 Cr0.52%
Future on Ambuja Cements LtdEquity - Future-28.5 Cr0.52%
Ambuja Cements LtdEquity28.41 Cr0.52%
Future on Axis Bank LtdEquity - Future-28.41 Cr0.52%
Esab India LtdEquity28.28 Cr0.51%
Kalpataru Projects International LtdEquity25.62 Cr0.46%
Future on Larsen & Toubro LtdEquity - Future-25.39 Cr0.46%
Muthoot Finance LimitedBond - Corporate Bond25.19 Cr0.46%
Ongc Petro Additions LimitedBond - Corporate Bond25.06 Cr0.45%
Poonawalla Housing Finance LimitedBond - Corporate Bond25.03 Cr0.45%
Power Finance Corporation Ltd.Bond - Corporate Bond24.98 Cr0.45%
Muthoot Finance LimitedBond - Corporate Bond24.93 Cr0.45%
Future on Tata Power Co LtdEquity - Future-23.61 Cr0.43%
Tata Power Co LtdEquity23.54 Cr0.43%
DOMS Industries LtdEquity23.47 Cr0.43%
Future on GMR Airports LtdEquity - Future-23.43 Cr0.43%
GMR Airports LtdEquity23.37 Cr0.42%
Future on Tata Consultancy Services LtdEquity - Future-22.81 Cr0.41%
Tata Consultancy Services LtdEquity22.68 Cr0.41%
Delhivery LtdEquity22.23 Cr0.40%
VIP Industries LtdEquity22.19 Cr0.40%
VRL Logistics LtdEquity20.78 Cr0.38%
Future on State Bank of IndiaEquity - Future-20.53 Cr0.37%
Whirlpool of India LtdEquity20 Cr0.36%
Future on Infosys LtdEquity - Future-19.22 Cr0.35%
Future on Bank of BarodaEquity - Future-19.11 Cr0.35%
Infosys LtdEquity19.1 Cr0.35%
Bank of BarodaEquity19.02 Cr0.35%
Future on Canara BankEquity - Future-18.3 Cr0.33%
Canara BankEquity18.18 Cr0.33%
Future on Aditya Birla Capital LtdEquity - Future-18.02 Cr0.33%
Future on Tata Steel Ltd.Equity - Future-18.02 Cr0.33%
Tata Steel LtdEquity17.96 Cr0.33%
Aditya Birla Capital LtdEquity17.94 Cr0.33%
Future on Hindustan Aeronautics Ltd Ordinary SharesEquity - Future-17.62 Cr0.32%
Hindustan Aeronautics Ltd Ordinary SharesEquity17.51 Cr0.32%
Future on Bajaj Finserv LtdEquity - Future-16.95 Cr0.31%
Bajaj Finserv LtdEquity16.85 Cr0.31%
Future on ICICI Bank LtdEquity - Future-16.03 Cr0.29%
KNR Constructions LtdEquity15.98 Cr0.29%
Future on ACC LtdEquity - Future-15.76 Cr0.29%
ACC LtdEquity15.71 Cr0.29%
Aadhar Housing Finance LtdBond - Corporate Bond15.02 Cr0.27%
Kajaria Ceramics LtdEquity14.83 Cr0.27%
Future on Samvardhana Motherson International LtdEquity - Future-14.03 Cr0.25%
Future on Adani Green Energy LtdEquity - Future-13.92 Cr0.25%
Bharat Forge LtdEquity13.86 Cr0.25%
Adani Green Energy LtdEquity13.85 Cr0.25%
Future on IndusInd Bank LtdEquity - Future-11.44 Cr0.21%
IndusInd Bank LtdEquity11.39 Cr0.21%
Future on Bharat Heavy Electricals LtdEquity - Future-11.35 Cr0.21%
Bharat Heavy Electricals LtdEquity11.29 Cr0.20%
Future on UltraTech Cement LtdEquity - Future-10.6 Cr0.19%
Future on Titan Co LtdEquity - Future-10.56 Cr0.19%
UltraTech Cement LtdEquity10.53 Cr0.19%
Titan Co LtdEquity10.5 Cr0.19%
Muthoot Finance LimitedBond - Corporate Bond10.03 Cr0.18%
182 DTB 05062025Bond - Gov't/Treasury9.83 Cr0.18%
Future on Bharat Petroleum Corp LtdEquity - Future-9.71 Cr0.18%
Bharat Petroleum Corp LtdEquity9.65 Cr0.18%
Future on Bharti Airtel LtdEquity - Future-9.6 Cr0.17%
Bharti Airtel LtdEquity9.55 Cr0.17%
Future on JSW Steel LtdEquity - Future-9.36 Cr0.17%
JSW Steel LtdEquity9.31 Cr0.17%
Future on Zydus Lifesciences LtdEquity - Future-8.15 Cr0.15%
Zydus Lifesciences LtdEquity8.13 Cr0.15%
Future on United Spirits LtdEquity - Future-7.22 Cr0.13%
United Spirits LtdEquity7.19 Cr0.13%
Future on Apollo Hospitals Enterprise LtdEquity - Future-6.93 Cr0.13%
Apollo Hospitals Enterprise LtdEquity6.88 Cr0.12%
Future on Bajaj Auto LtdEquity - Future-6.74 Cr0.12%
Future on Sun Pharmaceuticals Industries LtdEquity - Future-6.45 Cr0.12%
Sun Pharmaceuticals Industries LtdEquity6.41 Cr0.12%
Future on NMDC LtdEquity - Future-6.28 Cr0.11%
NMDC LtdEquity6.24 Cr0.11%
Future on InterGlobe Aviation LtdEquity - Future-5.79 Cr0.10%
InterGlobe Aviation LtdEquity5.78 Cr0.10%
Future on Oil & Natural Gas Corp LtdEquity - Future-5.1 Cr0.09%
Oil & Natural Gas Corp LtdEquity5.07 Cr0.09%
Indian Oil Corporation Ltd. 27-Mar-25Equity - Future-4.9 Cr0.09%
Indian Oil Corp LtdEquity4.87 Cr0.09%
Future on SBI Life Insurance Co LtdEquity - Future-4.67 Cr0.08%
SBI Life Insurance Co LtdEquity4.67 Cr0.08%
Future on Adani Enterprises LtdEquity - Future-4.6 Cr0.08%
Adani Enterprises LtdEquity4.59 Cr0.08%
The Indian Hotels Company Ltd. 27-Mar-25Equity - Future-4.45 Cr0.08%
Indian Hotels Co LtdEquity4.44 Cr0.08%
Future on The Federal Bank LtdEquity - Future-4.28 Cr0.08%
The Federal Bank LtdEquity4.26 Cr0.08%
Future on HDFC Life Insurance Co LtdEquity - Future-3.84 Cr0.07%
HDFC Life Insurance Co LtdEquity3.82 Cr0.07%
Future on Piramal Enterprises LtdEquity - Future-3.75 Cr0.07%
Piramal Enterprises LtdEquity3.73 Cr0.07%
Future on UPL LtdEquity - Future-3.44 Cr0.06%
UPL LtdEquity3.43 Cr0.06%
Future on Trent LtdEquity - Future-3.31 Cr0.06%
Trent LtdEquity3.3 Cr0.06%
Future on HCL Technologies LtdEquity - Future-2.99 Cr0.05%
HCL Technologies LtdEquity2.98 Cr0.05%
Future on Vedanta LtdEquity - Future-2.6 Cr0.05%
Vedanta LtdEquity2.59 Cr0.05%
Tega Industries LtdEquity2.25 Cr0.04%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity2.23 Cr0.04%
Future on Indian Railway Catering And Tourism Corp LtdEquity - Future-2.13 Cr0.04%
Indian Railway Catering And Tourism Corp LtdEquity2.11 Cr0.04%
Future on GAIL (India) LtdEquity - Future-2.06 Cr0.04%
GAIL (India) LtdEquity2.05 Cr0.04%
Future on LIC Housing Finance LtdEquity - Future-2 Cr0.04%
LIC Housing Finance LtdEquity1.99 Cr0.04%
Future on Polycab India LtdEquity - Future-1.83 Cr0.03%
Polycab India LtdEquity1.83 Cr0.03%
Future on Coal India LtdEquity - Future-1.13 Cr0.02%
Coal India LtdEquity1.12 Cr0.02%
Dixon Technologies (India) LtdEquity1.05 Cr0.02%
Future on Dixon Technologies (India) LtdEquity - Future-1.03 Cr0.02%
Future on Siemens LtdEquity - Future-0.9 Cr0.02%
Siemens LtdEquity0.9 Cr0.02%
Future on Shriram Finance LtdEquity - Future-0.65 Cr0.01%
Shriram Finance LtdEquity0.65 Cr0.01%
Future on Aurobindo Pharma LtdEquity - Future-0.59 Cr0.01%
Aurobindo Pharma LtdEquity0.58 Cr0.01%
Future on Wipro LtdEquity - Future-0.42 Cr0.01%
Wipro LtdEquity0.42 Cr0.01%
Future on Jindal Steel & Power LtdEquity - Future-0.37 Cr0.01%
Jindal Steel & Power LtdEquity0.37 Cr0.01%
Future on HDFC Asset Management Co LtdEquity - Future-0.33 Cr0.01%
HDFC Asset Management Co LtdEquity0.33 Cr0.01%
Future on Biocon LtdEquity - Future-0.23 Cr0.00%
Biocon LtdEquity0.23 Cr0.00%
Future on Power Grid Corp Of India LtdEquity - Future-0.18 Cr0.00%
Power Grid Corp Of India LtdEquity0.18 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

18.43%

Mid Cap Stocks

3.96%

Small Cap Stocks

16.48%

Allocation By Credit Quality (Debt)

AAA

AA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,489.99 Cr27.03%
Consumer Cyclical684.24 Cr12.41%
Industrials475.04 Cr8.62%
Basic Materials411.29 Cr7.46%
Energy236.59 Cr4.29%
Healthcare186.64 Cr3.39%
Technology88.21 Cr1.60%
Communication Services81.48 Cr1.48%
Utilities74.92 Cr1.36%
Real Estate44.04 Cr0.80%
Consumer Defensive7.19 Cr0.13%

Risk & Performance Ratios

Standard Deviation

This fund

5.57%

Cat. avg.

5.04%

Lower the better

Sharpe Ratio

This fund

0.39

Cat. avg.

0.37

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.61

Higher the better

Fund Managers

NK

Neeraj Kumar

Since May 2015

NC

Nidhi Chawla

Since January 2022

MS

Mansi Sajeja

Since June 2021

PK

Pradeep Kesavan

Since January 2024

VS

Vandna Soni

Since January 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF200KA1DA4
Expense Ratio
1.43%
Exit Load
No Charges
Fund Size
₹5,512 Cr
Age
9 years 10 months
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
NIFTY Equity Savings TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity Savings Funds

Fund nameExpense RatioExit LoadFund size
1Y
Kotak Equity Savings Fund Direct Growth

Moderate Risk

0.7%1.0%₹7897.27 Cr7.8%
Kotak Equity Savings Fund Regular Growth

Moderate Risk

1.8%1.0%₹7897.27 Cr6.6%
Edelweiss Equity Savings Fund Regular Growth

Moderate Risk

1.6%0.0%₹568.54 Cr9.7%
Edelweiss Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹568.54 Cr10.8%
Baroda BNP Paribas Equity Savings Fund Regular Growth

Moderately High risk

2.5%1.0%₹677.47 Cr7.1%
Baroda BNP Paribas Equity Savings Fund Direct Growth

Moderately High risk

1.3%1.0%₹677.47 Cr8.4%
Tata Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹249.88 Cr9.3%
Bandhan Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹254.67 Cr6.9%
PGIM India Equity Savings Fund Regular Growth

Low to Moderate Risk

1.3%0.0%₹68.41 Cr6.5%
Sundaram Equity Savings Fund Regular Growth

Moderate Risk

2.2%0.0%₹1032.94 Cr9.0%

About the AMC

SBI Mutual Fund

SBI Mutual Fund

Total AUM

₹10,61,727 Cr

Address

C-38 & 39, G Block, Bandra Kurla Complex, Mumbai, 400 051

Other Funds by SBI Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
SBI Nifty50 Equal Weight Index Fund Direct Growth

Very High Risk

0.5%0.0%₹953.30 Cr6.2%
SBI Fixed Maturity Plan (FMP) - Series 91 (90 Days) Direct Growth

Moderately High risk

-0.0%--
SBI Debt Fund Series C 24 Direct Growth

Low to Moderate Risk

-0.0%-4.4%
SBI Fixed Maturity Plan (FMP) - Series 47 (1434 Days) Direct Growth

Low Risk

-0.0%₹142.30 Cr7.4%
SBI Fixed Maturity Plan Series 41 1498 Days Direct Growth

Low Risk

-0.0%₹908.19 Cr7.1%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
SBI Debt Fund Series C 25 Direct Growth

Low to Moderate Risk

-0.0%-5.1%
SBI Fixed Maturity Plan (FMP) - Series 60 (1878 Days) Direct Growth

Low to Moderate Risk

-0.0%₹244.07 Cr8.4%
SBI Fixed Maturity Plan (FMP) - Series 74 1243 Days Direct Growth

Low to Moderate Risk

--₹154.11 Cr8.0%
SBI Fixed Maturity Plan Series 78 1170 Days Direct Growth

Low to Moderate Risk

-0.0%₹122.06 Cr7.8%
SBI Fixed Maturity Plan Series 66 1361 Days Direct Growth

Moderate Risk

-0.0%₹662.46 Cr7.9%
SBI Fixed Maturity Plan Series 57 1835 Days Direct Growth

Low to Moderate Risk

--₹253.53 Cr8.3%
SBI Fixed Maturity Plan (FMP) - Series 80 366 Days Direct Growth

Moderate Risk

-0.0%-7.6%
SBI Fixed Maturity Plan Series 1 3668 Days Direct Growth

Moderate Risk

-0.0%₹47.46 Cr9.2%
SBI Fixed Maturity Plan Series 81 1157 Days Direct Growth

Low to Moderate Risk

-0.0%₹399.49 Cr8.0%
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) Direct Growth

Low to Moderate Risk

-0.0%₹387.09 Cr8.2%
SBI Fixed Maturity Plan (FMP) - Series 75 (366 Days) Direct Growth

Moderate Risk

---7.5%
SBI Fixed Maturity Plan Series 46 1850 Days Direct Growth

Low to Moderate Risk

-0.0%₹130.01 Cr7.9%
SBI Fixed Maturity Plan Series 53 1839 Days Direct Growth

Low to Moderate Risk

--₹304.98 Cr8.3%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
SBI Fixed Maturity Plan Series 79 1130 Days Direct Growth

Low to Moderate Risk

-0.0%₹79.97 Cr7.6%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹247.45 Cr5.4%
SBI Fixed Maturity Plan Series 76 1221 Days Direct Growth

Low to Moderate Risk

--₹161.44 Cr7.6%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Fixed Maturity Plan Series 73 1226 Days Direct Growth

Low to Moderate Risk

--₹196.01 Cr7.7%
SBI Fixed Maturity Plan Series 44 1855 Days Direct Growth

Low to Moderate Risk

-0.0%₹380.09 Cr7.9%
SBI Fixed Maturity Plan Series 65 367 Days Direct Growth

Low to Moderate Risk

-0.0%--
SBI Fixed Maturity Plan (FMP) - Series 58 (1842 Days) Direct Growth

Low to Moderate Risk

--₹247.71 Cr8.3%
SBI Fixed Maturity Plan (FMP) - Series 50 (1843 Days) Direct Growth

Low to Moderate Risk

--₹120.16 Cr-
SBI Fixed Maturity Plan Series 52 1848 Days Direct Growth

Low to Moderate Risk

--₹135.36 Cr8.2%
SBI Fixed Maturity Plan Series 67 1467 Days Direct Growth

Low to Moderate Risk

-0.0%₹569.29 Cr7.9%
SBI Fixed Maturity Plan (FMP) - Series 54 (1842 Days) Direct Growth

Low to Moderate Risk

--₹37.15 Cr8.3%
SBI Fixed Maturity Plan Series 6 3668 Days Direct Growth

Moderate Risk

-0.0%₹34.34 Cr9.1%
SBI Fixed Maturity Plan Series 34 3682 Days Direct Growth

Moderate Risk

--₹27.26 Cr9.3%
SBI Fixed Maturity Plan Series 64 1169 Days Direct Growth

Low to Moderate Risk

-0.0%₹391.24 Cr7.4%
SBI Fixed Maturity Plan (FMP) - Series 59 (1618 Days) Direct Growth

Low to Moderate Risk

-0.0%₹27.58 Cr7.6%
SBI Long Term Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹63.67 Cr9.2%
SBI Long Term Advantage Fund Series V Direct Growth

Very High Risk

-0.0%₹316.13 Cr29.4%
SBI Fixed Maturity Plan Series 43 1616 Days Direct Growth

Low to Moderate Risk

-0.0%₹117.61 Cr7.5%
SBI Fixed Maturity Plan Series 45 1840 Days Direct Growth

Moderate Risk

-0.0%₹223.16 Cr8.0%
SBI Fixed Maturity Plan Series 69 367 Days Direct Growth

Moderate Risk

-0.0%-7.6%
SBI Long Term Advantage Fund Series IV Direct Growth

Very High Risk

-0.0%₹192.52 Cr10.7%
SBI Fixed Maturity Plan Series 56 1232 Days Direct Growth

Low Risk

--₹285.09 Cr7.3%
SBI Fixed Maturity Plan (FMP) - Series 48 (1458 Days) Direct Growth

Low Risk

-0.0%₹46.01 Cr7.4%
SBI Fixed Maturity Plan Series 68 1302 Days Direct Growth

Low to Moderate Risk

-0.0%₹188.49 Cr7.5%
SBI Fixed Maturity Plan Series 42 1857 Days Direct Growth

Low to Moderate Risk

-0.0%₹472.13 Cr7.9%
SBI Fixed Maturity Plan Series 63 372 Days Direct Growth

Low to Moderate Risk

-0.0%-6.3%
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) Direct Growth

Low to Moderate Risk

--₹294.87 Cr8.2%
SBI Fixed Maturity Plan (FMP) - Series 71 (364 Days) Direct Growth

Moderate Risk

---7.5%
SBI Fixed Maturity Plan Series (FMP) - 77 (366 Days) Direct Growth

Moderate Risk

-0.0%-7.7%

Still got questions?
We're here to help.

The NAV of SBI Equity Savings Fund Regular Growth, as of 26-Mar-2025, is ₹22.64.
The fund has generated 7.43% over the last 1 year and 9.48% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 41.79% in equities, 26.47% in bonds, and 31.74% in cash and cash equivalents.
The fund managers responsible for SBI Equity Savings Fund Regular Growth are:-
  1. Neeraj Kumar
  2. Nidhi Chawla
  3. Mansi Sajeja
  4. Pradeep Kesavan
  5. Vandna Soni
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