SBI Savings Fund (Debt, Debt Money Market)

Moderately Low
15 yrs 8 monthsStarted on:14 Jul 2004
₹ 13576.54 Cras on: 25 Feb 2020
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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

Exit Load

Scheme Documents

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TenureReturns (CAGR)
1 Month0.51
3 Month1.39
1 YR7.41
2 YR7.39
3 YR6.97

SIP Returns

TenureReturns (CAGR)
1 YR6.89
2 YR7.33
3 YR7.17
5 YR7.21
10 YR7.89


Company Name% Assets
Reliance Jio Infocomm Ltd. 88-D 13/04/20205.1
Axis Bank Ltd. 18/09/20204.62
Nabha Power Ltd. 112-D 20/03/20204.39
Small Industries Devp. Bank of India Ltd. 08/05/20203.99
Bank Of Baroda 01/06/20203.8
Reliance Jio Infocomm Ltd. 91-D 15/04/20203.64
Tata Power Co. Ltd. 179-D 23/03/20202.92
Andhra Bank 12/11/20202.82
Tata Motors Ltd. 364-D 06/11/20202.45
ICICI Bank Ltd. 23/03/20202.19

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation0.5%
Sharpe Ratio2.13

R Arun

Mr. Arun is a B.Com (H), PGDM (Finance) and Financial Risk Manager (GARP).
Prior joining SBI in 2009 he has worked with ING Investment Management, Deutsche Bank India Operations and CRISIL India.

Other Funds Managed by R Arun