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SBI EQUITY SAVINGS FUND - REGULAR PLAN - QUARTERLY IDCW PAYOUT

21.13
0.02 as on 21-Jun-2024
HYBRID | EQUITY SAVINGS

18.73

1 YEAR RETURNS

10.51

3 YEAR RETURNS

11.09

5 YEAR RETURNS

4 / 5

FundExpert Rating
Buy


1000.0

Minimum Investment

500.0

Minimum SIP Investment

1000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
UTI EQUITY SAVINGS FUND - REGULAR DIVIDEND PLAN - IDCW PAYOUT 5 17.09 16.78 11.19 10.86 Buy
UTI EQUITY SAVINGS FUND - REGULAR MONTHLY DIVIDEND PLAN - IDCW PAYOUT 5 17.09 16.78 11.19 10.86 Buy
UTI EQUITY SAVINGS FUND - REGULAR QUARTERLY DIVIDEND PLAN - IDCW PAYOUT 5 17.09 16.78 11.19 10.86 Buy
KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW PAYOUT 5 17.92 20.06 12.37 11.29 Buy
KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW PAYOUT 5 17.92 20.06 12.37 11.29 Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 Reliance Industries Ltd 8.0
2 Housing Development Finance Corporation Ltd 6.23
3 TREPS 4.83
4 HDFC Bank Ltd 4.12
5 Muthoot Finance Ltd 4.06

Top 5 Sectors

S. no Sector Name Net Assets
1 Finance & Investments 13.82
2 Miscellaneous 13.33
3 Banks - Private Sector 8.61
4 Refineries 8.49
5 Banks 7.05