
SBI Equity Savings Fund(G)-Direct Plan
+8.23%
5Y annualised
+8.23%
5Y annualised
+0.16% 1D
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Buy, Hold or Sell?
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NAV : 10 Sep 2026
₹27.44
Min. SIP amount
₹500
Fund size (AUM)
5485 Cr
Expense ratio
0.98%
Launched on
27 May 2015
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 10 Sep 2026
₹27.44
Min. SIP amount
₹500
Fund size (AUM)
5485 Cr
Expense ratio
0.98%
Launched on
27 May 2015
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
55.04%
Mid Cap
10.04%
Small Cap
1.95%
Others
32.97%
Sector Allocation
Bank
22.91%
Corporate Debt
11.58%
Finance
6.04%
Crude Oil
5.92%
Healthcare
5.82%
Cash & Cash Equivalents And Net Assets
5.44%
Automobile & Ancillaries
4.78%
Domestic Mutual Funds Units
4.77%
Others
32.00%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.10% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Nidhi Chawla
Present
Mohit Jain
Present
Neeraj Kumar
Present
Vandna Soni
Present
Similar/Peer Fund Comparison
Edelweiss Equity Savings Fund(G)-Direct Plan
HSBC Equity Savings Fund(G)-Direct Plan
WOC Equity Savings Fund(G)-Direct Plan
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
Capitalmind Flexi Cap Fund(G)-Direct Plan
Mirae Asset Equity Savings Fund(G)-Direct Plan
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
Axis Equity Savings Fund(G)-Direct Plan
FAQs
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