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  • SBI Savings Fund (G)
SBI Mutual Fund

SBI Savings Fund (G)

DebtMoney Market

39.3717

NAV (Oct 15)

5.877%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in money market mutual funds.

Money Market funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Money Market Funds invest in money market instruments with maturity upto 1 year.

This category accounts for close to 5% of the total Debt fund assets.

Funds in this category have a credit quality and return similar to Liquid Funds however they tend to have higher variations when interest rates change.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Good

The performance of the fund on a Consistency of Credit Quality metric has been Good

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Scripbox Recommended Money Market Funds
Want the most stable money market funds for your portfolio?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

39.3717

NAV (Oct 15)

Fund Returns

Last 1Y
7.2%
Last 3Y
5.9%
Last 5Y
5.4%
Last 10Y
6.5%
Since Inception
7%
6 Month CAGR
3.5%

Scheme Information

Investment Objective

The scheme seeks to provide the investors an opportunity to invest in money market instruments.

Expense Ratio
0.76
Launched (0y ago)
0.76
AUM in Crores
25006.2
ISIN
INF200K01636
Lock-in
-
Benchmark
CRISIL Money Market A-I Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.6
Beta
1.2
Sharpe Ratio
-0.1
YTM
-
Fund Managers

Pradeep Kesavan

Fund Manager

Rajeev Radhakrishnan

Fund Manager

R Arun

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Savings Fund (G)70%8,35,062 1,02,4505.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-13

Top Debt Holdings

HDFC Bank Ltd.

5.1%
5.05%

Kotak Mahindra Bank Ltd.

3.8%
3.84%

Canara Bank

3.8%
3.75%

Union Bank of India

3.1%
3.09%

Punjab National Bank

3.1%
3.07%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,523 cr

₹ 8,029 cr

₹ 10,307 cr

₹ 14,839 cr

₹ 4,610 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

9.8%

14.6%

15.4%

6.4%

18.1%

15.4%

24.9%

16.5%

24.7%

17.5%

SBI Savings Fund (G) Review

SBI Savings Fund (G) is a Money Market Debt fund and has delivered an annualised return of 6.996% over a period of NaN years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Rajeev Radhakrishnan, R Arun.

Nav of SBI Savings Fund (G) as of 10/15/2024 is ₹39.37 with the total AUM as of 10/16/2024 is ₹25006.2005. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Savings Fund (G) was launched on . The category risk of the fund is null.

The minimum SIP amount for SBI Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Savings Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Money Market A-I Index.

It is rated as a 3 fund in Debt and delivered 7.199% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Savings Fund (G).

Frequently Asked Questions

What is SBI Savings Fund (G)?

It is a Money Market Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Savings Fund (G)?

You can invest in SBI Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Savings Fund (G)?

The minimum sip amount for SBI Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Savings Fund (G) good to invest in?

As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Savings Fund (G)?

The expense ratio of the SBI Savings Fund (G) is 0.76% for regular plan.

What is the NAV of SBI Savings Fund (G)?

Today's SBI Savings Fund (G) NAV is ₹39.37.