Hybrid | Equity Savings Fund
3Y Returns
10.96%
Min SIP
₹500
Min Lumpsum
₹1000
Expense Ratio
0.67%
Fund Size
₹3513 Cr
Inception Date
27-May-15
Fund Manager
Neeraj Kumar
Exit Load
0.10% on or before 15D, Nil after 15D.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
65.62%
Debt & Others
34.38%
Market Cap Allocation
Large Cap
33.27%
Mid Cap
18.75%
Small Cap
13.60%
Other Cap
34.38%
Investment Objective
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.However There Is No Guarantee Or Assurance That The Investment Objective Of The Scheme Will Be Achieved.
Fund House Detail
AMC Name
SBI Funds Management Private Limited
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Sbi Equity Savings Fund - Direct Plan-Growth
1Y
19.46%
3Y
10.96%
5Y
11.41%
Kotak Equity Savings Fund - Direct Plan - Growth
1Y
20.6%
3Y
13.16%
5Y
12.01%
Mahindra Manulife Equity Savings Fund - Direct - Growth
1Y
20.8%
3Y
12.15%
5Y
12.92%
Hdfc Equity Savings Fund - Direct Plan - Growth Option
1Y
18.47%
3Y
12.05%
5Y
11.38%
Uti Equity Savings Fund - Direct Growth Plan - Growth
1Y
18.14%
3Y
12%
5Y
11.48%
Mirae Asset Equity Savings Fund Direct Growth
1Y
17.71%
3Y
11.33%
5Y
12.83%
Edelweiss Equity Savings Fund - Direct Plan Growth
1Y
17.31%
3Y
11%
5Y
11.25%
Axis Equity Saver Fund Direct Growth
1Y
18.43%
3Y
10.83%
5Y
10.68%
Invesco India Equity Savings Fund - Direct Growth
1Y
21.98%
3Y
10.82%
5Y
10.48%
Tata Equity Savings Fund Direct Plan Growth
1Y
16.49%
3Y
10.25%
5Y
9.93%
Baroda Bnp Paribas Equity Savings Fund Direct Growth
1Y
16.69%
3Y
9.8%
5Y
NA
Dsp Equity Savings Fund - Dir - Growth
1Y
15.65%
3Y
9.77%
5Y
10.35%
Franklin India Equity Savings Fund - Direct Growth
1Y
13.7%
3Y
9.69%
5Y
9.58%
Nippon India Equity Savings Fund- Direct Plan-Growth
1Y
12.94%
3Y
9.64%
5Y
4.39%
Icici Prudential Equity Savings Fund Direct Plan Cumulative
1Y
11.13%
3Y
8.68%
5Y
8.66%
Union Equity Savings Fund Direct Plan - Growth
1Y
14.36%
3Y
8.27%
5Y
8.85%
Aditya Birla Sun Life Equity Savings Fund - Growth Direct
1Y
13.18%
3Y
8.19%
5Y
9.41%
Bandhan Equity Savings Fund-Direct Plan-Growth
1Y
11.3%
3Y
8.18%
5Y
8.55%
Pgim India Equity Savings Fund - Direct Plan - Growth - Growth
1Y
9.52%
3Y
7.91%
5Y
8.32%
Lic Equity Savings Fund - Direct Plan - Growth
1Y
4.79%
3Y
5.25%
5Y
7.45%
Hsbc Equity Savings Fund Direct Plan - Growth
1Y
NA
3Y
4.06%
5Y
6.32%
Sundaram Equity Savings Fund - Direct Plan Growth
1Y
21.01%
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
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[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
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