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SBI Mutual Fund · Hybrid: Equity Savings
SBI Equity SavIngs Fund - Regular Plan - Growth
The investment objective of the scheme is 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
Mixed AssetBenchmark · NIFTY Equity Savings TRITER · 2.03%Inception · 01-05-2015
NAV
₹24.49
-0.15% · as of 14-10-2026
Since inception
8.23%
CAGR
Benchmark (inception)
8.90%
CAGR
Fund size
₹5,413 Cr
AUM
Expense ratio
2.03%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +8.23% CAGR vs benchmark +8.90%.
Portfolio
Where the money is invested
Top holdings
Kotak Mahindra Bank Limited6.11%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.87%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.59%
RELIANCE INDUSTRIES LIMITED EQ5.17%
STATE BANK OF INDIA EQ NEW RE. 1/-3.07%
SBI Liquid Fund - Direct Plan - Growth Option2.77%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.38%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.30%
7.1% Government of India2.28%
ULTRATECH CEMENT LIMITED EQ2.01%
Sector allocation
Financial Services28.53%
Metals & Mining5.80%
Oil, Gas & Consumable Fuels5.74%
Healthcare3.73%
Information Technology3.58%
Telecommunication2.92%
Construction Materials2.51%
Construction2.30%
Fast Moving Consumer Goods2.04%
Consumer Services1.79%
Riskometer
LowVery High
High
What if you'd SIP'd here?
@ 8.2% p.a.₹10,000
10 years
Projected value
₹18,65,831
Invested: ₹12,00,000
Gained: ₹6,65,831
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Ms. Nidhi Chawla, Mr. Mohit jain, Mr. Neeraj Kumar, Ms. Vandna Soni
Manager since fund inception data not available
ISIN & identifiers
AMFI code
134644
ISIN (Growth)
INF200KA1DA4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Equity Savings funds
Edelweiss Equity SavIngs Reg Gr
₹27.20
1Y
+5.7%
3Y
+9.7%
5Y
+7.9%
Quant Equity SavIngs Fund Gr Reg Plan
₹10.67
1Y
+5.6%
3Y
+0.0%
5Y
+0.0%
HSBC Equity SavIngs Fund Reg Gr
₹36.40
1Y
+5.5%
3Y
+11.3%
5Y
+9.7%
WhiteOak Capital Equity SavIngs Fund Reg Plan Gr
₹11.42
1Y
+3.5%
3Y
+0.0%
5Y
+0.0%
ABSL Equity SavIngs Reg Gr
₹23.13
1Y
+3.4%
3Y
+7.0%
5Y
+5.4%
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