SBI Savings Fund (Debt, Debt Money Market)

Moderately Low
14 yrs 3 monthsStarted on:14 Jul 2004
₹ 4244.71 Cras on: 19 Sep 2018
Mid Term & Long Horizon
0.93%
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)
YTD4.70
1 Month0.55
3 Month1.68
1 YR6.12
2 YR6.57
3 YR7.21

SIP Returns

TenureReturns (CAGR)
1 YR6.44
2 YR6.37
3 YR6.72
5 YR7.29
10 YR7.99

Portfolio

Company Name% Assets
RMZ Infotech Pvt. Ltd. 28/06/20198.74
Reserve Bank of India 91-D 20/09/20188.22
Indiabulls Commercial Credit Ltd. 281-D 22/03/20195.62
Housing & Urban Development Corpn. Ltd. 224-D 30/11/20184.63
Axis Bank Ltd. 25/02/20194.55
Axis Bank Ltd. 06/03/20194.54
Renew Power Pvt. Ltd. 276-D 18/02/20194.53
Indiabulls Housing Finance Ltd. 365-D 22/03/20194.5
Renew Wind Energy Pvt. Ltd. 85-D 25/09/20183.75
STCI Finance Ltd. 90-D 11/10/20183.5

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.59%
Sharpe Ratio0.96

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

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