SBI Equity Savings Direct Growth
AllocationEquity Savings
26.90
0.03(0.12%)
NAV as on 11 Dec, 2025
CAGR
11.59%
- AUM (Crs.)5,997.18
- Expense Ratio0.98 %
- Sharpe Ratio / Category Average0.93 / 0.72
- Standard Deviation / Category Average5.26 / 4.36
- Beta / Category Average-
- Portfolio Turnover / Category Average83.31 / 299.04
- Top 5 Stocks Wt.45.83
- Top 10 Stocks Wt.57.23
- Top 3 Sectors Wt.47.42
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryNeeraj Kumar, Mohit Jain, Pradeep Kesavan, Vandna Soni, Nidhi Chawla
- Launch Date27 May, 2015
- BenchmarkS&P BSE 500
Objective
The scheme aims 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.
Riskometer
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