SBI EQUITY SAVINGS FUND - Direct - Growth
A Hybrid Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
9.54%
Expense Ratio
0.94%
as of 01/05/2026
AUM
₹1,052.16 Cr
Qtr End: Mar 26
NAV
₹26.921
as of 03/06/2026
3Y Returns (CAGR)
9.54%
Expense Ratio
0.94%
as of 01/05/2026
AUM
₹1,052.16 Cr
Qtr End: Mar 26
NAV
₹26.921
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.34% | 1.35% | 4.60% |
| 6M | -0.21% | -0.42% | 4.07% |
| 1Y | 1.84% | 1.84% | 3.99% |
| 3Y | 31.44% | 9.54% | 4.87% |
| 5Y | 51.56% | 8.67% | 5.11% |
Scheme Details
- Launch Date
- 11/05/2015
- Fund Age
- 11 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Edelweiss Equity Savings Fund - Direct - Growth | 11.31% | 0.55% | ₹455.42 |
| Mirae Asset Equity Savings Fund - Direct - Growth | 10.47% | 0.36% | ₹898.88 |
| Aditya Birla Sun Life Equity Savings Fund - Direct - Growth | 8.32% | 0.53% | ₹495.51 |
| HSBC Equity Savings Fund - Direct - Growth | 13.64% | 0.67% | ₹247.44 |
| Kotak Equity Savings Fund - Direct - Growth | 10.71% | 0.69% | ₹3,507.55 |
| Mahindra Manulife Equity Savings Fund - Direct - Growth | 10.15% | 0.81% | ₹14.42 |
| LIC MF Equity Savings Fund - Direct - Growth | - | 1.28% | ₹13.58 |