SBI Savings Fund Regular Plan Growth
Medium
Risk
Debt
Money Market Fund
+
5.12
%
5.12
%
3Y annualised
+
0.02
%
0.02
%
1D
1M
6M
1Y
3Y
All
Fund size
19357
NAV:
Mar 7, 2024
37.7113
Sector
Tech
Type
Debt
Launched
Jul 2004
Min Investment
500
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
364 DTB 22032024
3.5
%
Panatone Finvest Ltd
2.89
%
08.35 SBI RT SB 2024
2.59
%
08.97 KA Sdl 2024
1.98
%
Kotak Mahindra Bank Ltd.
1.85
%
Federal Bank Ltd.
1.80
%
Equitas Small Finance Bank Ltd.
1.43
%
Union Bank of India
1.21
%
HDFC Bank Ltd.
1.2
%
Union Bank of India
1.2
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 0.1% if redeemed within 3.0 Days, 0.0 % if redeemed after 3.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Savings Fund Regular Plan Growth
More details
Investment objective
To provide the investors an opportunity to invest in money market instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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