Fundalysisby DARKHORSESTOCKS

Scheme

SBI Equity Savings Fund

Holds 86 companies worth ₹3,888 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹5,413 CrSBI Equity Savings Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 1.3% on Aug 2026, ₹5,486 Cr.

  • Largest holding

    Kotak Mahindra Bank LimitedKotak Mahindra Bank Limited is 6.7% of this scheme's NAV.

  • Fund manager

    Neeraj KumarRuns it since 27 May 2015, as the fund house dates it. With Mansi Sajeja (fund manager), Nidhi Chawla (fund manager), Vandna Soni (fund manager).

Overview(30 Jul 2026)

Fund managers4

  1. Neeraj KumarFund manager · May 2015 · 27y · CA B.Com
  2. Mansi SajejaFund manager · Jun 2021 · 17y · CFA PGDM
  3. Nidhi ChawlaFund manager · Jan 2022 · 17y · CFA
  4. Vandna SoniFund manager · Jan 2024 · 11y · MBA

    Key facts

    Benchmark
    Nifty Equity Savings Index
    Risk
    MODERATE
    Expense
    Regular 1.26%
    Started
    27 May 2015
    Minimum
    ₹1,000

    Source.Its Scheme Summary Document as of 30 Jul 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Jul 2026.

    Source.Its filings at NSE, since Jul 2026.

    Fund managers over time(May 2015 – now)

    1. Neeraj Kumar
    2. Mansi Sajeja
    3. Nidhi Chawla
    4. Vandna Soni
    MainCoSlice201620182020202220242026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Jul 2026 – Jul 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    30 Jul 20261.26%––
    Direct plan, 30 Jul 2026
    –%
    Regular plan 1.26%
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(30 Jul 2026)

    Objective

    The investment objective of the scheme is 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

    Risk, type and benchmark

    Riskometer
    Moderate
    At launch
    Moderately High
    Benchmark
    Nifty Equity Savings Index

    How to invest(30 Jul 2026)

    Buying

    To start
    ₹1,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹500
    Switch minimum
    ₹1,000

    Scheme details(30 Jul 2026)

    What it is

    Category
    HYBRID
    Offer
    11 May 2015 to 25 May 2015
    Started
    27 May 2015
    Listed
    No

    How it is run

    Swing pricing
    No
    Side-pocketing
    No
    Custodian
    SBI-SG Global Securities Services Pvt. Ltd
    Auditor
    Chokshi & Chokshi LLP
    Registrar
    CAMS
    SEBI code
    SBIM/O/H/ESF/15/01/0045