SBI Equity Savings Regular Growth
Medium
Risk
Other Schemes
Equity Savings
+
10.23
%
10.23
%
3Y annualised
+
0.13
%
0.13
%
1D
1M
6M
1Y
3Y
All
Fund size
4183
NAV:
Mar 7, 2024
21.2492
Sector
Tech
Type
Other_schemes
Launched
May 2015
Min Investment
1000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Future on HDFC Bank Ltd
6.59
%
HDFC Bank Ltd
6.55
%
Reliance Industries Ltd
4
%
ICICI Bank Ltd
3.9
%
7.38% Govt Stock 2027
3.86
%
Future on Kotak Mahindra Bank Ltd
2.83
%
Kotak Mahindra Bank Ltd
2.82
%
Future on Reliance Industries Ltd
2.62
%
India (Republic of)
2.24
%
ICICI Bank Ltd.
2.07
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 0.1% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Equity Savings Regular Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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