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SBI Mutual Fund - Fund Manager

Nidhi Chawla

Nidhi Chawla

Qualification: Ms. Chawla holds BBS degree and has also done MBE ans CFA.. Experience:She has over 4 years of experience in mutual fund industry. She is with SBI Mutual Fund since 2007.

Fund Name
Classification
Fund AUM (Cr.)
SBI Tax Advantage Fund - Series III (G)
Equity: ELSS
33.59
SBI Long Term Advantage Fund - Series I (G)
Equity: ELSS
46.39
SBI Equity Savings Fund (G)
Hybrid: Equity Savings
3897.4
SBI Long Term Advantage Fund - Series III (G)
Equity: ELSS
67.92
SBI Long Term Advantage Fund - Series II (G)
Equity: ELSS
37.89
SBI Long Term Advantage Fund - Series IV (G)
Equity: ELSS
199.13
SBI CPO Fund - Series A (Plan 8) - Regular (G)
Hybrid: Conservative Hybrid
29.41
SBI CPO Fund - Series A (Plan 7) - Regular (G)
Hybrid: Conservative Hybrid
46.7
SBI Tax Advantage Fund - Series III (IDCW)
Equity: ELSS
33.59
SBI Long Term Advantage Fund - Series IV (IDCW)
Equity: ELSS
199.13
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
TREPS8.31%
HDFC Bank Ltd.5.12%
ICICI Bank Ltd.3.96%
7.38% GSEC 20/06/20273.71%
Reliance Industries Ltd.3.42%
Fund Name1M3M6M1Y3Y5YSince Inception
SBI Tax Advantage Fund - Series III (G)
0.67%
5.85%
9.41%
28.15%
21.66%
28.39%
22.73%
SBI Long Term Advantage Fund - Series I (G)
3.2%
11.97%
18.61%
37.42%
24.03%
23.74%
15.14%
SBI Equity Savings Fund (G)
1.33%
4.49%
8.15%
21.08%
10.56%
11.12%
8.95%
SBI Long Term Advantage Fund - Series III (G)
3.1%
13.21%
19.89%
39.21%
24.8%
24.83%
18.11%
SBI Long Term Advantage Fund - Series II (G)
2.83%
11.47%
18.2%
36.69%
23.25%
23.96%
15.86%
SBI Long Term Advantage Fund - Series IV (G)
3.67%
6.28%
12.45%
35.3%
26.26%
28.41%
22.36%
SBI CPO Fund - Series A (Plan 8) - Regular (G)
0.57%
2.4%
3.68%
5.96%
6.51%
N/A
7.7%
SBI CPO Fund - Series A (Plan 7) - Regular (G)
0.41%
2.45%
2.99%
6%
6.33%
N/A
6.82%
SBI Tax Advantage Fund - Series III (IDCW)
0.67%
5.85%
9.41%
28.15%
21.66%
28.39%
22.7%
SBI Long Term Advantage Fund - Series IV (IDCW)
3.67%
6.28%
12.45%
35.3%
26.26%
28.41%
22.34%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History