SBI Equity Savings Fund Direct-Growth
Hybrid, Equity Savings, Principal at moderate risk
1 Year Return 0.98% at 30 Oct 2026 01:28 PM
SBI Equity Savings Fund Direct-Growth: Mutual Fund Overview
SBI Equity Savings Fund Direct-Growth is an Equity Savings mutual fund with over 11.43 years of performance history. The scheme manages an AUM of ₹5412.72 Cr and has a NAV of ₹27.231. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.98%.
Fund Details
NAV 27.231
Sub-Type Equity Savings
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 11.43
Fund Size(in Crores) 5412.72
Fund Performance
1 Month 0.0%
3 Month -0.57%
6 Month 0.67%
1 Year 0.98%
3 Year 7.81%
5 Year 7.91%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.49% Ret 1Y 2.44% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.46%
Exit Load 0.1%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Neeraj Kumar
Education Mr.Kumar is a B.Com(H) and ACA.
Experience Prior to joining SBI AMC he has worked with SBI Funds Management Pvt. Ltd. and LIC.
Pradeep Kesavan
Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Mohit Jain
Education Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Vandna Soni
Education Ms. Soni has done MBA
Experience Prior to joining SBI MF, she was working with SBICAP Sec. Ltd. ,Antique Stock Broking and CRISIL GR&A
Nidhi Chawla
Education Ms. Chawla holds BBS degree and has also done MBE and CFA.
Experience She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.
Mansi Sajeja
Education Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.
Experience Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 12
Date of Incorporation 2015-05-27
Total AUM 1253224.14
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
SBI Equity Savings Fund Direct-Growth FAQs
How to invest in SBI Equity Savings Fund Direct-Growth?
Investing in SBI Equity Savings Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI Equity Savings Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI Equity Savings Fund Direct-Growth?
The term expense ratio for SBI Equity Savings Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Equity Savings Fund Direct-Growth is 1.46% as of 30 Oct 2026.
What is the NAV of SBI Equity Savings Fund Direct-Growth?
The NAV of SBI Equity Savings Fund Direct-Growth is ₹27.231 as of 30 Oct 2026.
What is the AUM of SBI Equity Savings Fund Direct-Growth?
The AUM (Assets Under Management) of SBI Equity Savings Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Equity Savings Fund Direct-Growth is ₹5412.72 Cr as of 30 Oct 2026.
What is the PE and PB ratio of SBI Equity Savings Fund Direct-Growth?
The PE ratio of SBI Equity Savings Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI Equity Savings Fund Direct-Growth?
Yes, you can invest in SBI Equity Savings Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI Equity Savings Fund Direct-Growth in the last 5 years?
The return of SBI Equity Savings Fund Direct-Growth in the last 5 years is 7.91%.
What is the minimum SIP investment required in SBI Equity Savings Fund Direct-Growth?
The minimum SIP investment in SBI Equity Savings Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For SBI Equity Savings Fund Direct-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI Equity Savings Fund Direct-Growth?
The NAV of SBI Equity Savings Fund Direct-Growth, as of 30 Oct 2026, is ₹27.231.
Who manages the SBI Equity Savings Fund Direct-Growth?
The fund managers responsible for SBI Equity Savings Fund Direct-Growth are:
- Neeraj Kumar
- Pradeep Kesavan
- Mohit Jain
- Vandna Soni
- Nidhi Chawla
- Mansi Sajeja