SBI EQUITY SAVINGS FUND - Direct - Growth
Hybrid Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
7.95%
Expense Ratio
1.47%
as of 01/08/2026
AUM
₹1,149.82 Cr
Qtr End: Jun 26
NAV
₹27.425
as of 02/09/2026
3Y Returns (CAGR)
7.95%
Expense Ratio
1.47%
as of 01/08/2026
AUM
₹1,149.82 Cr
Qtr End: Jun 26
NAV
₹27.425
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.77% | 7.27% | 3.27% |
| 6M | 2.21% | 4.48% | 3.95% |
| 1Y | 3.52% | 3.52% | 3.77% |
| 3Y | 25.79% | 7.95% | 4.87% |
| 5Y | 48.12% | 8.17% | 5.11% |
Scheme Details
- Launch Date
- 11/05/2015
- Fund Age
- 11.3 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
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