Insights of SBI Equity Savings Fund

Apply Personal Loan Online

Upto 40 Lacs* @ 10.99%* P.A

Enter Your Monthly Salary!

Salary should be Minimum Rs.15,000!

Salary should be Maximum Rs.10 Crore!

Enter Your Turnover!

Minimum Turnover Should Be Rs. 3Lakhs!

Your Turnover Limit Exceeded!

Enter Loan amount!

Minimum Loan amount is Rs.15,000 !

Maximum Loan amount is Rs. 75 Lakhs!

Please Enter Your Company Name

Please Enter Valid Company Name

Please Enter PAN Card No

Please Enter Valid PAN Detail

Proceed

Please Enter Your Name !

Please Enter Valid Name !

Name Must Contain Only Alphabets !

Please Enter Your Email Id

Please Enter Valid Email Id

Please Enter Your Mobile No.

Please Enter Valid Mobile No.

Invalid Mobile No.

Please Enter Your City Name

Please Enter Valid City Name

I have read and agree to the Terms of Use. By clicking on 'Proceed' I authorise FreEMI and its representative to call me or SMS me overriding my registry on DNC/NDNC. [/acceptance]

SBI Equity Savings Fund is an open ended hybrid equity savings fund. It was launched on May 11, 2015. The investment objective of SBI Equity Savings Fund is to generate capital through a balanced exposure in equity and yield regular income  by investing in arbitrage opportunities in cash and derivative part of equity market.

SBI Equity Savings Fund is managed by Mr. Ruchit Mehta and Mr. Neeraj Kumar. The portfolio allocation of SBI Equity Savings Fund regular scheme is predominantly in equity instruments and derivatives and also in money market and debt instruments. Minimum amount of Rs. 500 on a monthly basis is required to invest in SBI Equity Savings Fund sip plan.

SBI Equity Savings Fund Facts

  • SBI Equity Savings Fund portfolio allocation includes 68.45% in equity stocks and also 16.42% in debt securities.
  • Lump-sum amount of Rs. 1000 is the minimum amount that you can invest in SBI Equity Savings Fund lumpsum plan.
  • You can easily invest in this mutual fund scheme plan in India through online mode which is very user friendly.
  • The last 3 year return of SBI Equity Savings Fund growth plan is 7.16%.
  • If you want to build capital and earn regular income through a balanced exposure, you can easily invest in SBI Equity Savings Fund regular growth plan.

Top 5 Sectors of SBI Equity Savings Fund

S.No.

Holding Name

Net Assets (in %)

1

Financial Services

38

2

Consumer Goods

10.6

3

Energy

7.8

4

IT

5.61

5

Services

4.87

6

Automobile

4.4

7

Telecom

3.48

8

Textiles

1.72

9

Metals

1.71

10

Construction

1.51

11

Cement & Cement Products

1.44

12

Pharma

1.37

13

Industrial Manufacturing

1.21

14

Medis & Entertainment

0.59

15

Fertilizers and Pesticides

0.53

16

Cash, Cash Equivalents and others

15.16

(as on 29/03/2019)

Top 10 Holdings of SBI Equity Savings Fund

S.No.

Holding Name

Net Assets (in %)

1

Cash, Cash Equivalents and others

15.16

2

Reliance Industries Ltd.

6.44

3

Axis Bank Ltd.

5.08

4

Housing Development Finance Corporation Ltd.

4.79

5

HDFC Banks Ltd.

3.74

6

Muthoot Finance Ltd.

3.22

7

ITC Ltd.

2.59

8

Bharti Telecom Ltd.

2.42

9

ICICI Bank Ltd.

2.34

10

Indostar Capital Finance Ltd.

2.23

(as on 29/03/2019)

SBI Equity Savings Fund Details

Launch Date- May 11, 2015

Fund Manager- Mr. Ruchit Mehta (for equity & debt part), Mr. Neeraj Kumar (for arbitrage part)

Risk- Moderately High

Benchmark- NIFTY Equity Savings Index

Return Since Launch- 6.91%

AUM- Rs. 2236.5 crore (as on 31st Mar, 2019)

Following is the performance of SBI Equity Savings Fund-

 

1-Year

3-Year

5-Year

10-Year

Fund

2.97

7.16

VR MIP TRI

8.79

9.31

Category

3.43

7.98

Rank within Category

8

10

Number of funds in category

15

12

As on Apr 22, 2019

 

Leave a Reply

Your email address will not be published. Required fields are marked *

Enter Loan amount!

Minimum Loan amount is Rs.15,000 !

Maximum Loan amount is Rs. 75 Lakhs!

Proceed

Enter Your Monthly Salary!

Salary should be Minimum Rs.15,000!

Salary should be Maximum Rs.10 Crore!

Enter Your Turnover!

Minimum Turnover Should Be Rs. 3Lakhs!

Your Turnover Limit Exceeded!

Proceed
Back

Please Enter Your Company Name

Please Enter Valid Company Name

Please Enter Your City Name

Please Enter Valid City Name

Proceed
Back

Please Enter PAN Card No

Please Enter Valid PAN Detail

Proceed
Back

Please Enter Your Name !

Please Enter Valid Name !

Name Must Contain Only Alphabets !

Please Enter Your Email Id

Please Enter Valid Email Id

Please Enter Your Mobile No.

Please Enter Valid Mobile No.

Invalid Mobile No.

Please Accept Terms of Use !

Back

Top