HybridEquity SavingsDirect · Growth
SBI Equity Savings Fund - Direct Plan - Growth
SBI · Scheme 134643
₹27.53▼ 0.10%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
9.3%
Risk level
Moderate
Min SIP
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Benchmark
Nifty Equity Savings Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.76% |
| 3 Months | +1.86% |
| 6 Months | +1.98% |
| 1 Year | +4.34% |
| 3 Years (CAGR) | +9.35% |
| 5 Years (CAGR) | +8.78% |
| 10 Years (CAGR) | +9.28% |
| Since Launch | +9.53% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns36
Consistency80
Risk-adjusted36
Downside protection83
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.5%
- ✓ Volatility: 7% annualised
- ✓ Max drawdown: -19%
- ✓ Direct plan: no distributor commission
What to watch
- • 5Y CAGR: +8.8%
- • 1Y return: +4.3%
- • Sharpe ratio: 0.45
- • Sortino ratio: 0.51
Risk metrics
Sharpe ratio
0.45
Sortino ratio
0.51
Volatility
6.63%
Max drawdown
-19.46%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.