SBI Equity Savings Fund - Direct Plan - Growth

SBI Equity Savings Fund - Direct Plan - Growth of SBI Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

0.53

Age

NA Years

Fund Manager

Neeraj Kumar

AuM (Rs Crores)

2160.6507

Asset Class

Hybrid-Equity

Net Asset Value:

12.9395

Rating

2

Exit Load

0.01

Bench Mark

Crisil Liquid Fund Index,Nifty 50 Arbitrage Index,Nifty 50 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

4.87 Times

Fund Manager Details:

Neeraj Kumar CA He has over 14 years of experience in India Financial Services and Capital Markets in various capacities. He has rich experience in Equity Trading and Equity Research. Prior to Joining SBI Funds Management he was working with Life Insurance corporation of India.

Objective:

The scheme is 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. However there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Top Holdings:

  • Banks (13.54)
  • Finance (8.84)
  • IT - Software (7.2)
  • Automobile (6.2)
  • Refineries (3.69)
  • FMCG (2.85)
  • Tobacco Products (2.52)
  • Infrastructure Developers & Operators (2.37)
  • Pharmaceuticals (2.31)
  • Steel (2.4)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition