MF
MFGenie.ai
Equity Savingsregularidcw

SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Mutual Fund

₹22.5685

0.08 (+0.34%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week
1 Month
3 Months
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Mar 2026)-0.44%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Mar 2026)

Fund Details

Fund HouseSBI Mutual Fund
CategoryEquity Savings
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date27 Mar 2026
AMFI Code134639

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) by SBI Mutual Fund is a Equity Savings fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Equity Savings category.

About This Fund

SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) is a Equity Savings mutual fund offered by SBI Mutual Fund. The fund has been operational for over 0 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations