Item: SBI Equity Savings Direct Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › SBI Mutual Fund › SBI Equity Savings Direct Growth

27.525 (-0.039%)

NAV on August 14, 2026

Category Allocation:
Equity Savings

Investment StyleBox

Large Blend

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 5,558 cr

Turnover Ratio 83.31%

Expense Ratio 1.42%

Exit Load 0.10%if redeemed within
15 Days0.00%if redeemed after 15 Days

Returns

Min Investment 1,000

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Fund Manager Neeraj Kumar (Since about 11 years) Nidhi Chawla (Since over 4 years) Mohit Jain (Since over 1 year) Vandna Soni (Since over 2 years)

ISIN INF200KA1DF3

Fund Family SBI

P/E Ratio 21.58

P/B Ratio 2.51

Launch Date May 27, 2015

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 1.74 years

Yield To Maturity (%) 7.02%

Financial 39.09%

Industrial 5.74%

Technology 5.89%

Basic Materials 12.18%

Consumer Cyclical 4.48%

Utilities Services 2.15%

Healthcare Services 7.63%

Energy Services 8.35%

Communication Services 4.66%

Consumer Defensive 2.65%

Real Estate 7.19%

Top Equity Savings Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
HSBC Equity Savings Direct Plan Growth Plan	₹ 41.244	10.96%	₹ 1,127 cr	1.68%	High
Edelweiss Equity Savings Fund Direct Growth	₹ 30.466	9.04%	₹ 1,444 cr	1.17%	Average
Kotak Equity Savings Fund Direct Growth	₹ 30.855	7.56%	₹ 10,223 cr	0.67%	Above Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	₹ 77.161	4.90%	₹ 5,640 cr	1.21%	Average