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sbi equity savings regular growth
SBI Equity Savings Regular Growth

SBI Equity Savings Regular Growth

  • High Risk
  • Allocation
  • Equity Savings
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NAV as on Jul 24, 2025
i
Price per unit of the scheme.
₹ 24.1074-0.44%1 Day Change
0.90%
Minimum Investment₹1000
Expense Ratio1.19%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
SBI Equity Savings Regular Growth
VS
Allocation: Equity Savings Average NAV
    Topper in Allocation: Equity Savings
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    SBI Equity Savings Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    NIFTY Equity Savings TR INR
    Expense Ratio
    1.19%
    Category Avg Expense Ratio
    0.72%
    Minimum Investment (Lumpsum/SIP)
    ₹ 1000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 5,585.84 Cr(As on Jun, 2025)
    Inception Date
    May 27, 2015
    Turnover
    - %
    Exit Load
    For exit on or before 15 days from the date of allotment 0.10%. For exit after 15 days from the date of allotment Nil.

    bt_logoABOUT THE FUND

    Objective: The scheme aims 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.

    SBI Equity Savings Regular Growth is an Allocation - Equity Savings fund. The fund was launched inMay 27, 2015. Its risk level is . The NAV of the fund as onJul 24, 2025 is ₹24.11. Its expense ratio is 1.19 %. The fund has an AUM of ₹5,585.84 Cr.The fund is managed byNeeraj Kumar,Nidhi Chawla,Mansi Sajeja,Mohit Jain,Raj gandhi,Vandna Soni,Pradeep Kesavan.
    The minimum initial investment is  ₹1000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Neeraj Kumar
    Neeraj Kumar
    i
    Lead Fund Manager.
    May 27, 2015 - Present
    • Schemes managed2
    • Total AUM₹ 43,191.47 Cr
    • Highest Return In 1 Yr7.44 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Arbitrage Opportunities Fund Direct Growth
    --
    ₹ 36.09
    0.54%
    0.49%
    Low Risk
    ₹37,605.64Cr
    SBI Equity Savings Direct Growth
    ₹ 26.59
    0.95%
    0.74%
    High Risk
    ₹5,585.84Cr
    SBI Arbitrage Opportunities Fund Direct Growth
    Low Risk--
    • NAV₹ 36.09
    • Fund Size₹37,605.64Cr
    Fund Return0.54%
    Category Return0.49%
    SBI Equity Savings Direct Growth
    High Risk
    • NAV₹ 26.59
    • Fund Size₹5,585.84Cr
    Fund Return0.95%
    Category Return0.74%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Nidhi Chawla
    Nidhi Chawla
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed1
    • Total AUM₹ 5,585.84 Cr
    • Highest Return In 1 Yr7.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Equity Savings Direct Growth
    ₹ 26.59
    0.95%
    0.74%
    High Risk
    ₹5,585.84Cr
    SBI Equity Savings Direct Growth
    High Risk
    • NAV₹ 26.59
    • Fund Size₹5,585.84Cr
    Fund Return0.95%
    Category Return0.74%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mansi Sajeja
    Mansi Sajeja
    i
    Lead Fund Manager.
    Jul 1, 2021 - Present
    • Schemes managed6
    • Total AUM₹ 1,55,672.82 Cr
    • Highest Return In 1 Yr11.41 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Conservative Hybrid Fund Direct Plan Growth
    ₹ 79.87
    1.13%
    0.59%
    Moderately High risk
    ₹9,748.22Cr
    SBI Equity Savings Direct Growth
    ₹ 26.59
    0.95%
    0.74%
    High Risk
    ₹5,585.84Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 34.45
    0.64%
    0.61%
    Moderate Risk
    ₹16,052.83Cr
    SBI Conservative Hybrid Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 79.87
    • Fund Size₹9,748.22Cr
    Fund Return1.13%
    Category Return0.59%
    SBI Equity Savings Direct Growth
    High Risk
    • NAV₹ 26.59
    • Fund Size₹5,585.84Cr
    Fund Return0.95%
    Category Return0.74%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 34.45
    • Fund Size₹16,052.83Cr
    Fund Return0.64%
    Category Return0.61%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohit Jain
    Mohit Jain
    i
    Lead Fund Manager.
    Sep 30, 2023 - Present
    • Schemes managed43
    • Total AUM₹ 6,11,769.88 Cr
    • Highest Return In 1 Yr21.05 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    --
    ₹ 45.76
    5.51%
    -%
    Very High Risk
    ₹3,827.79Cr
    SBI Multicap Fund Direct Growth
    --
    ₹ 18.16
    4.16%
    1.62%
    Very High Risk
    ₹21,724.53Cr
    SBI Balanced Advantage Fund Direct Growth
    --
    ₹ 16.03
    0.41%
    0.94%
    Very High Risk
    ₹36,637.47Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 45.76
    • Fund Size₹3,827.79Cr
    Fund Return5.51%
    Category Return--
    SBI Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.16
    • Fund Size₹21,724.53Cr
    Fund Return4.16%
    Category Return1.62%
    SBI Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.03
    • Fund Size₹36,637.47Cr
    Fund Return0.41%
    Category Return0.94%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Raj gandhi
    Raj gandhi
    i
    Lead Fund Manager.
    Sep 30, 2023 - Present
    • Schemes managed4
    • Total AUM₹ 29,396.56 Cr
    • Highest Return In 1 Yr37.40 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Multi Asset Allocation Fund Direct Plan Growth
    ₹ 66.63
    1.81%
    -%
    Very High Risk
    ₹8,940.04Cr
    SBI Equity Savings Direct Growth
    ₹ 26.59
    0.95%
    0.74%
    High Risk
    ₹5,585.84Cr
    SBI Energy Opportunities Fund Direct Growth
    --
    ₹ 10.95
    2.67%
    1.93%
    Very High Risk
    ₹10,460.80Cr
    SBI Multi Asset Allocation Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 66.63
    • Fund Size₹8,940.04Cr
    Fund Return1.81%
    Category Return--
    SBI Equity Savings Direct Growth
    High Risk
    • NAV₹ 26.59
    • Fund Size₹5,585.84Cr
    Fund Return0.95%
    Category Return0.74%
    SBI Energy Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 10.95
    • Fund Size₹10,460.80Cr
    Fund Return2.67%
    Category Return1.93%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vandna Soni
    Vandna Soni
    i
    Lead Fund Manager.
    Jan 1, 2024 - Present
    • Schemes managed2
    • Total AUM₹ 14,525.88 Cr
    • Highest Return In 1 Yr10.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Equity Savings Direct Growth
    ₹ 26.59
    0.95%
    0.74%
    High Risk
    ₹5,585.84Cr
    SBI Multi Asset Allocation Fund Direct Plan Growth
    ₹ 66.63
    1.81%
    -%
    Very High Risk
    ₹8,940.04Cr
    SBI Equity Savings Direct Growth
    High Risk
    • NAV₹ 26.59
    • Fund Size₹5,585.84Cr
    Fund Return0.95%
    Category Return0.74%
    SBI Multi Asset Allocation Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 66.63
    • Fund Size₹8,940.04Cr
    Fund Return1.81%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pradeep Kesavan
    Pradeep Kesavan
    i
    Lead Fund Manager.
    Jan 1, 2024 - Present
    • Schemes managed46
    • Total AUM₹ 6,35,243.92 Cr
    • Highest Return In 1 Yr21.05 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Credit Risk Fund Direct Plan Growth
    ₹ 49.71
    0.77%
    0.60%
    Moderately High risk
    ₹2,235.76Cr
    SBI Savings Fund Direct Plan Growth
    ₹ 44.79
    0.57%
    0.50%
    Moderate Risk
    ₹32,655.44Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 34.45
    0.64%
    0.61%
    Moderate Risk
    ₹16,052.83Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 49.71
    • Fund Size₹2,235.76Cr
    Fund Return0.77%
    Category Return0.60%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 44.79
    • Fund Size₹32,655.44Cr
    Fund Return0.57%
    Category Return0.50%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 34.45
    • Fund Size₹16,052.83Cr
    Fund Return0.64%
    Category Return0.61%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (50.45%)
    DEBT (20.81%)
    CASH (28.74%)
    Allocation by Market Cap
    Large Cap(20.00%)
    Mid Cap(8.22%)
    Small Cap(15.69%)
    Industry Holdings
    • Banks Regional27.87%
    • Oil Gas Refining Marketing8.26%
    • Specialty Chemicals4.51%
    • Engineering Construction4.50%
    • R E I T Office4.45%
    • Auto Parts4.39%
    Stock Holdings
    • HDFC Bank Ltd9.78%
    • Reliance Industries Ltd5.86%
    • Future on HDFC Bank Ltd5.26%
    • Kotak Mahindra Bank Ltd3.84%
    • Larsen & Toubro Ltd2.40%
    • ICICI Bank Ltd2.31%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.15
      This Fund
      VS
      0.96
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.96
      This Fund
      VS
      1.68
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      5.29
      This Fund
      VS
      4.65
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    SBI Funds Management Ltd
    SBI Funds Management Ltd manages assets worth ₹ 11,90,700.26 crores. It’s current offering of mutual fund schemes includes 46 equity, 70 debt and 15 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    partnerforlife@sbimf.com
    aum
    AUM
    ₹ 11,90,700.26 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

    bt_logoFAQ's

    What is the category of SBI Equity Savings Regular Growth ?
    The category of SBI Equity Savings Regular Growth is Allocation - Equity Savings
    What is the current NAV of SBI Equity Savings Regular Growth ?
    The current NAV of SBI Equity Savings Regular Growth as on Jul 24, 2025 is ₹24.11
    How safe is SBI Equity Savings Regular Growth ?
    The risk level of SBI Equity Savings Regular Growth is High.
    What are short term returns given by SBI Equity Savings Regular Growth ?
    The return given by SBI Equity Savings Regular Growth in 1 month is 0.90%, 3 months is 3.31%, 6 months is 6.31%, and 1 year is 6.82%
    What are the long term returns given by SBI Equity Savings Regular Growth ?
    The return given by SBI Equity Savings Regular Growth in 3 years is 12.08% and 5 years is 12.23%.
    What is the expense ratio of SBI Equity Savings Regular Growth ?
    The expense ratio of SBI Equity Savings Regular Growth is 1.19%
    What is the AUM of SBI Equity Savings Regular Growth ?
    The assets under Management (AUM) of SBI Equity Savings Regular Growth is Rs 5,585.84 crores.
    What is the minimum investment in SBI Equity Savings Regular Growth ?
    The minimum Lumpsum investment in SBI Equity Savings Regular Growth is ₹1,000.00 and the minimum SIP investment in SBI Equity Savings Regular Growth is ₹1,000.00
    What is the asset allocation of SBI Equity Savings Regular Growth?
    SBI Equity Savings Regular Growth has an exposure of 50.45% in Equity, 20.81% in Debt and 28.74% in Cash & Money Market Securities

    bt_logoCALCULATORS

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