SBI Savings Fund (Debt, Debt Money Market)

Moderately Low
15 yrs 11 monthsStarted on:14 Jul 2004
₹ 11065.15 Cras on: 21 May 2020
Mid Term & Long Horizon
0.82%
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)
YTD2.69
1 Month0.80
3 Month1.85
1 YR7.42
2 YR7.56
3 YR7.07

SIP Returns

TenureReturns (CAGR)
1 YR7.14
2 YR7.45
3 YR7.3
5 YR7.24
10 YR7.87

Portfolio

Company Name% Assets
Indusind Bank Ltd. 22/02/20216.33
Housing Development Finance Corpn. Ltd. 317-D 10/03/20215.14
Bank Of Baroda 01/06/20204.73
Axis Bank Ltd. 10/03/20214.32
Axis Bank Ltd. 18/09/20203.33
Bank Of Baroda 09/03/20213.25
Tata Motors Ltd. 364-D 06/11/20203.04
Union Bank of India 12/11/20202.86
Nabha Power Ltd. 119-D 26/06/20202.69
Walwhan Renewables Energy Pvt. Ltd. 176-D 07/08/20202.66

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.51%
Beta1.23%
Sharpe Ratio2.5

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