₹ 4,701.18 Cr
1.19%
NIFTY Equity Savings TRI
INF200KA1DA4
1000.0
1000.0
500
Nidhi Chawla, Neeraj Kumar, Mansi Sajeja, Pradeep Kesavan, Vandna Soni
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
SBI Equity Savings Fund - Regular Plan - Growth | 18.73 | 10.52 | 11.1 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme seeks to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Company | Holdings (%) |
---|---|
Others | 36.98 |
HDFC Bank Ltd. | 8.96 |
Others | 4.05 |
ICICI Bank Ltd. | 3.81 |
Kotak Mahindra Bank Ltd. | 3.6 |
Reliance Industries Ltd. | 3.48 |
7.38% GOI 20/06/2027 | 3.43 |
State Bank of India | 2.2 |
Reserve Bank of India% 364-D 30/01/2025 | 2.03 |
Adani Ports and Special Economic Zone Ltd. | 1.96 |
Sector | Holdings (%) |
---|---|
Others | 40.65 |
N/A | 20.25 |
Financial | 14.68 |
Sovereign | 6.11 |
Communication | 2.95 |
Energy | 2.74 |
Construction | 2.55 |
Materials | 2.35 |
Consumer Discretionary | 2.0 |
Services | 1.62 |
Scheme Name | 5Y (%) |
---|---|
SBI Equity Savings Reg Gr | 11.1 |
HSBC Equity Savings Fund Reg Gr | 12.35 |
Invesco India Equity Savings Reg Gr | 9.2 |
Kotak Equity Savings Reg Gr | 11.3 |
Sundaram Equity Savings Fund Gr | 10.36 |
Mahindra Manulife Equity Savings Reg Gr | 11.16 |
HDFC Equity Savings Gr | 10.71 |
Axis Equity Saver Reg Gr | 9.74 |
Mirae Asset Equity Savings Reg Gr | 11.94 |
UTI Equity Savings Reg Gr | 10.81 |