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SBI Equity Savings Fund (IDCW-M) - Reinvestment

SBI Equity Savings Fund (IDCW-M) - Reinvestment

Hybrid | Equity Savings
Returns 3% annually for last 1 yr
NAV on 21 Aug 2026₹23.01
Min SIP Amount₹500

About SBI Equity Savings Fund (IDCW-M) - Reinvestment

SBI Equity Savings Fund (IDCW-M) - Reinvestment has an Asset Under Management (AUM) of Rs. 5557.91 Cr as on 2026-08-21. The fund has an expense ratio of 2.02, which is quite reasonable as compared to most other Hybrid mutual fund schemes.

Key features of SBI Equity Savings Fund (IDCW-M) - Reinvestment

SBI Equity Savings Fund (IDCW-M) - Reinvestment is a Hybrid mutual fund scheme from SBI Mutual Fund. This fund has been launched on 2015-05-11. The sub-category of this fund is Equity Savings. The 1-year, 3-year and 5-year returns of this fund were 3, 8.45 and 8.17 respectively.

Fund age
11 years3 months
AUM
₹ 5,557.91 Cr
Lock-in Period
0
Exit Load
0.10% - For exit on or before 15 days from the date of allotment. NIL - For exit after 15 days from the date of allotment.
Expense ratio
2.02%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Moderately High

Your investment will be at Moderately High risk

Sector NameAllocation
Banks24.73%
Debt23.07%
Petroleum Products5.21%
Others5.06%
IT-Software3.58%
Healthcare Services3.06%

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