SBI Equity Savings Fund - Direct Plan
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.
Suitability
This product is suitable for investors who are seeking• Regular income & Capital appreciation.• To generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equitymarket, and capital appreciation through a moderate exposure in equity.
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Equity Savings |
| Benchmark Type | Nifty 50 Index |
| Expense Ratio | 1.03% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,685 |
| AMC AUM (in Crs.) | ₹ 2,83,807 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Cash Offset For Derivatives | Cash - Future Offset | 20 |
| Reliance Industries Ltd | Equity | 9 |
| Housing Development Finance Corp Ltd | Equity | 7 |
| Reliance Industries Ltd. 28-Nov-19 | Equity - Future | 6 |
| Housing Development Finance Corporation Ltd. 28-Nov-19 | Equity - Future | 4 |
| HDFC Bank Ltd | Equity | 4 |
| Bharti Telecom Limited | Bond - Corporate Bond | 3 |
| ICICI Bank Ltd | Equity | 3 |
| Adani Ports & Special Economic Zone Ltd | Equity | 3 |
| Adani Ports And Special Economic Zone Ltd. 28-Nov-19 | Equity - Future | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 74 |
| Equity - Future | 20 |
| Cash - Future Offset | 20 |
| Bond - Corporate Bond | 15 |
| Cash - CD Time Deposit | 4 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 26 |
| Cash - Future Offset | 20 |
| Equity - Future | 20 |
| Bond - Corporate Bond | 15 |
| Energy | 10 |
SBI Mutual Fund
AUM₹2,83,807 Cr
About
With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m