SBI EQUITY SAVINGS FUND - Direct - Growth
Hybrid Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
8.05%
Expense Ratio
1.47%
as of 01/08/2026
AUM
₹1,149.82 Cr
Qtr End: Jun 26
NAV
₹27.349
as of 16/10/2026
3Y Returns (CAGR)
8.05%
Expense Ratio
1.47%
as of 01/08/2026
AUM
₹1,149.82 Cr
Qtr End: Jun 26
NAV
₹27.349
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.04% | -0.14% | 3.80% |
| 6M | 0.86% | 1.74% | 3.43% |
| 1Y | 1.80% | 1.80% | 3.83% |
| 3Y | 26.15% | 8.05% | 4.84% |
| 5Y | 44.46% | 7.63% | 5.12% |
Scheme Details
- Launch Date
- 11/05/2015
- Fund Age
- 11.4 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
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