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SBI Savings Fund - Regular Plan Weekly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Sectoral
Very High
₹16.21
Current NAV
04 Nov 2026
2.8%
1Y Return
5.7%
3Y CAGR
5.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.91).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.11%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.41
Sharpe Ratio
1.31
Beta
5.91
Alpha
1.57
Sortino
Fund Details
Fund House SBI
Category Sectoral
AUM ₹2960 Cr
Expense Ratio 2.11%
Min SIP ₹500
Min Lumpsum ₹1000
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