SBI Equity Savings Fund(G)-Direct Plan
This fund ranks 9th out of 23 funds in its category.
Strengths and Weaknesses
Ability to significantly outperform benchmark returns.
Under debt allocation, the fund has a relatively low modified duration indicating it is less affected by changes in market interest rates, suggesting lower risk for the fund.
Under the debt allocation, the fund has potential for higher returns due to its high Net Yield to Maturity (YTM).
High expense ratio compared to its category average.
During periods of market volatility, this fund's risk management strategy falls short of providing adequate protection to investors.
Under debt allocation, the fund holds low quality bonds and securities or maintains a concentrated portfolio.
Who should invest?
Conservative investors seeking reduced exposure to equity while aiming for potentially better inflation adjusted returns with lower volatility should consider investing in this fund
Who should avoid?
If you are searching for aggressive equity investments to generate high returns, should avoid this fund.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
Optimise your portfolio with mutual fund advisory!
Talk to a financial advisor
Optimise your portfolio with mutual fund advisory!
Talk to a financial advisor