SBI Savings Fund (Debt, Debt Money Market)

Moderately Low
15 yrs 5 monthsStarted on:14 Jul 2004
₹ 10367.69 Cras on: 20 Nov 2019
Mid Term & Long Horizon
0.83%
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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Tenure

TenureReturns (CAGR)
YTD7.09
1 Month0.57
3 Month1.78
1 YR8.09
2 YR7.29
3 YR7.00

SIP Returns

TenureReturns (CAGR)
1 YR7.95
2 YR7.77
3 YR7.39
5 YR7.4
10 YR8

Portfolio

Company Name% Assets
Axis Bank Ltd. 18/09/20205.97
Small Industries Devp. Bank of India Ltd. 08/05/20205.16
Power Finance Corpn. Ltd. 360-D 06/03/20204.73
Bank Of Baroda 01/06/20204.67
Tata Power Co. Ltd. 179-D 23/03/20203.76
L&T Finance Holdings Ltd. 47-D 27/11/20192.88
ICICI Bank Ltd. 23/03/20202.84
Housing Development Finance Corpn. Ltd. 362-D 20/05/20202.8
JSW Steel Ltd. 178-D 28/02/20202.36
Cholamandalam Investment & Finance Co. Ltd. 351-D 13/03/20202.36

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.58%
Beta1.46%
Sharpe Ratio1.9

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