SBI EQUITY SAVINGS FUND - Direct - Growth
Hybrid Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
9.29%
Expense Ratio
1.48%
as of 01/07/2026
AUM
₹1,052.16 Cr
Qtr End: Mar 26
NAV
₹27.416
as of 17/07/2026
3Y Returns (CAGR)
9.29%
Expense Ratio
1.48%
as of 01/07/2026
AUM
₹1,052.16 Cr
Qtr End: Mar 26
NAV
₹27.416
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.11% | 4.52% | 3.04% |
| 6M | 2.06% | 4.16% | 4.08% |
| 1Y | 2.67% | 2.67% | 3.95% |
| 3Y | 30.53% | 9.29% | 4.88% |
| 5Y | 51.20% | 8.62% | 5.10% |
Scheme Details
- Launch Date
- 11/05/2015
- Fund Age
- 11.2 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
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