Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Scheme - Equity Savings ) / AMFI 134644
SBI Equity Savings Fund - Regular Plan - Growth
SBI Mutual Fund • Open Ended Schemes ( Hybrid Scheme - Equity Savings ) • Regular Plan • Growth
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
- Latest NAV (2026-11-09)
- ₹24.9160
- AMFI Code / ISIN
- 134644 / INF200KA1DA4
- Category Peer Standing
- #53 of 135 ranked peers in Open Ended Schemes ( Hybrid Scheme - Equity Savings ) by 3Y Sortino
- Historical Track
- 2015-06-03 to 2026-11-09 (2,829 daily observations)
- Expense Ratio (TER)
- Data unavailable (published only when verified against AMC statutory disclosures)
- SEBI Riskometer
- Data unavailable
Trailing CAGR, Rolling Returns & Risk Ratios
- 1Y CAGR
- +2.78% p.a.
- 3Y CAGR
- +7.61% p.a.
- 5Y CAGR
- +7.45% p.a.
- 10Y CAGR
- +8.36% p.a.
- Since Inception CAGR
- +8.35% p.a.
- Sortino Ratio (3Y)
- 0.32
- Sharpe Ratio (3Y)
- 0.23
- Calmar Ratio
- 0.39
- Annualized Volatility (3Y)
- +4.79%
- Maximum Drawdown
- -19.52%
- 1Y / 3Y / 5Y Rolling Mean CAGR
- +8.96% / +9.02% / +9.30%
Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology
Monthly Portfolio Holdings & Overlap Check
Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.
Related Open Ended Schemes ( Hybrid Scheme - Equity Savings ) Funds
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- Kotak Equity Savings Fund - Direct - Growth (AMFI 131373)
- Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth (AMFI 132995)
- SBI Equity Savings Fund - Direct Plan - Growth (AMFI 134643)
- Nippon India Equity Savings Fund- Direct Plan- Growth Plan-Growth Option (AMFI 134594)
- PGIM India Equity Savings Fund - Direct Plan - Growth (AMFI 138376)