HYBRID•EQUITY SAVINGS
SBI Equity Savings Fund
3 Year return
9.04%
NAV on August 13, 2026
27.539
1D Returns
+0.01%
Launched on May 2015(11 years)
Investment Details
₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
15.25%₹549
Total Value ₹4,149
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹5,557.91 Cr.
Expense Ratio
1.48% (inclusive of GST)
Exit Load
0.10% - For exit on or before 15 days from the date of allotment. Nil - For exit after 15 days from the date of allotment.
Ratings
2.5
Ratings by other agencies
Value Research
3
Crisil
0
Morning Star
4
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
SBI Mutual Fund Manager
MS
Mansi Sajeja
Fund Manager since Dec 2023
MJ
Mohit Jain
Fund Manager since Nov 2017
NK
Neeraj Kumar
Fund Manager since May 2015
NC
Nidhi Chawla
Fund Manager since Jan 2022
VS
Vandna Soni
Fund Manager since Jan 2024
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
276
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HSBC Equity Savings Fund | 14.0774% | 3 |
| Kotak Equity Savings Fund | 11.0247% | 4.5 |
| Sundaram Equity Savings Fund | 10.1338% | 5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
SBI Equity Savings Fund Direct Plan is a mutual fund by SBI Mutual Fund that allows investors to invest in domestic equity and equity-related instruments across large, mid, and small-cap companies. The fund falls into the category of ESS funds. However, a small portion is also allocated to debt instruments such as sovereign bonds and other low-risk securities. The fund is open-ended, meaning investors can invest or withdraw at any time.
Investment Objective of the Scheme
The SBI Equity Savings Fund invests in equity and equity-related instruments for capital appreciation. ESS funds invest in a mix of stocks, bonds, and arbitrage opportunities to generate a stable return.
Key Features of The Fund
5-year return
8.773%
Expense Ratio
1.48%
Fund Manager
Mansi Sajeja
Fund Size
₹5557.91 Cr.
Risk Profile
Moderately High
Is This Scheme Right for Me?
SBI Equity Savings Fund invests in a mixed bag of equities, debt, and other money market instruments intending to generate stable returns. These schemes are treated like equity schemes for tax purposes. If investors hold their investment for more than 1 year then a return below ₹1,00,000 is tax exempt. The risk level of investing in the fund is significantly high, arising from the fund’s allocation to equities. You may invest in the fund if your risk tolerance level is high and you are ready to invest over a medium to long-term investment horizon.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| customer.delight@sbimf.com | |
| Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of SBI Equity Savings Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Equity Savings Fund on August 13, 2026, is ₹27.539
What is the AUM of SBI Equity Savings Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Equity Savings Fund, is ₹5557.91 crore.
What is the expense ratio of SBI Equity Savings Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Equity Savings Fund is 1.48%
What are the returns of SBI Equity Savings Fund since inception?
The SBI Equity Savings Fund was launched on May 11, 2015. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Equity Savings Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Equity Savings Fund is ₹500.
How do I invest in SBI Equity Savings Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Equity Savings Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Equity Savings Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Equity Savings Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,149 in 3Y at 9.0381% returns
SIP Date1st of every month
Your next SIP Payment will be on 14 September 2026
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