NK
Neeraj KumarLead
Since May 2015
AUM managed
₹52,768.32Cr
Tenure
Since May 2015
Funds
2
SBI Equity Savings Reg Gr
Equity SavingsSBI Mutual Fund
NAV
₹24.58
+0.39% today
AUM
₹5,485.53 Cr
Fund size
Expense
2.02%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹1,000
one-time
Exit Load
0.1
on redemption
Fund snapshot
Category rank--
Risk-o-meterModerate Risk
BenchmarkNIFTY Equity Savings TR INR (100%)
Number of holdings157
Inception27 May 2015
Exit load0.1
Risk metrics
Alpha0
Beta0
Sharpe ratio-0.26
Standard deviation4.02%
Sortino ratio-0.33
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
NC
Since Jan 2022
AUM managed
₹17,232.49Cr
Tenure
Since Jan 2022
Funds
7
VS
Since Jan 2024
AUM managed
₹59,700.65Cr
Tenure
Since Jan 2024
Funds
4
PK
Since Jan 2024
AUM managed
₹2,84,176.48Cr
Tenure
Since Jan 2024
Funds
14
MJ
Since May 2025
AUM managed
₹14,020.19Cr
Tenure
Since May 2025
Funds
3
About SBI Equity Savings Reg Gr
SBI Equity Savings Reg Gr is an open-ended Equity Savings mutual fund scheme offered by SBI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹24.58 per unit and the scheme manages ₹5,485.53 Cr in assets under management. The fund charges an expense ratio of 2.02% and is benchmarked against NIFTY Equity Savings TR INR (100%). Over the trailing 5 years, SBI Equity Savings Reg Gr has delivered +7.22% returns. SEBI's riskometer places this scheme in the Moderate Risk category, so read the scheme information document before investing.
Investment 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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
SBI Equity Savings Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | +0.01% | -1.16% |
| 3 months | -0.28% | -0.73% |
| 6 months | +0.62% | +1.66% |
| 1 year | +2.08% | +2.02% |
| 3 years | +6.92% | +7.39% |
| 5 years | +7.22% | +6.73% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -1.64% |
| 3 months | +1.98% | -0.14% |
| 6 months | +1.33% | +4.11% |
| 1 year | +4.43% | +2.50% |
| 3 years | +25.05% | +21.12% |
| 5 years | +49.17% | +35.40% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
SBI Equity Savings Reg Gr — frequently asked questions
What is the NAV of SBI Equity Savings Reg Gr?
The latest net asset value (NAV) of SBI Equity Savings Reg Gr is ₹24.58 per unit, +0.39% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has SBI Equity Savings Reg Gr delivered?
SBI Equity Savings Reg Gr has returned +7.22% over the trailing 5 years (1 year: +2.08%, 3 years: +6.92%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of SBI Equity Savings Reg Gr?
SBI Equity Savings Reg Gr charges an expense ratio of 2.02% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is SBI Equity Savings Reg Gr?
SEBI's riskometer classifies SBI Equity Savings Reg Gr as Moderate Risk, which is typical for a Equity Savings scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in SBI Equity Savings Reg Gr?
You can start a SIP in SBI Equity Savings Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages SBI Equity Savings Reg Gr?
SBI Equity Savings Reg Gr is managed by SBI Mutual Fund, holds ₹5,485.53 Cr in assets under management and invests across 157 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- SBI Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Equity Savings
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF200KA1DA4
- Scheme code
- FS0000BXFZ