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HYBRID•EQUITY SAVINGS

SBI Equity Savings Fund Direct Plan Monthly IDCW Reinvestment

3 Year return

11.58%
NAV on December 12, 2025
24.6223
1D Returns
+0.03%
Launched on May 2015(10 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
20.03%₹721
Total Value ₹4,321

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹5,997.18 Cr.
Expense Ratio
0.98% (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

ARQ Rating
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 Sep 2020

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

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Sundaram Equity Savings Fund12.7196%
5
HSBC Equity Savings Fund14.2247%
3
Mahindra Manulife Equity Savings Fund11.347%
4.5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Equity Savings Fund Direct-Growth

The SBI Equity Savings Fund is a hybrid mutual fund scheme managed by SBI Mutual Fund. It was launched in 1987. The fund is an open-ended fund. This means that investors can buy and sell units of the fund on a daily basis. The fund manager makes investments in a mix of equity and debt instruments. Due to their exposure to equities, equity savings funds are thought to be less dangerous than pure equity funds, even though they are less safe than debt funds. The funds have a low expense ratio as compared to the category average, indicating higher returns.

Investment Objectives of the Scheme

The investment objective of the SBI Equity Savings Fund is to generate long-term capital appreciation by investing in a diversified portfolio of equity and debt instruments. The fund manager enjoys multiple investment opportunities, which supports the investment objectives.

Key Features of The Fund

5-year return
10.7322%
Expense Ratio
0.98%
Fund Manager
Mansi Sajeja
Fund Size
₹5997.18 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

The fund is suitable for investors who are looking for a balanced approach to investing and who can tolerate moderate levels of risk. The fund is suitable for investors who have a medium- to long-term investment horizon and who are looking for a balanced approach to investing. The fund is not suitable for investors who are looking for high returns in the short term or who cannot tolerate moderate levels of risk.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://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

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 null on December 12, 2025, is ₹24.6223
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 null, is ₹5997.18 crore.
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 null is 0.98%
The null was launched on May 11, 2015. The fund has delivered a CAGR of undefined since inception.
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 null is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,321 in 3Y at 11.5758% returns
SIP Date1st of every month

Your next SIP Payment will be on 12 January 2026

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