SBI Long Term Equity Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

SBI Long Term Equity Growth Direct Plan

NAV
₹408.4743
+0.27%
(13 May)
AUM
23,412 Cr
TER
0.96%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+54.8%
+54.5%
+54.4%
+50.2%
+42.5%
+33.7%
3Y
+26.0%
+27.2%
+27.0%
+24.5%
+26.4%
+18.6%
5Y
+22.7%
+34.5%
+23.1%
+27.3%
+19.2%
+18.2%
ALL
+18.5%
+23.1%
+17.1%
+19.5%
+15.5%
+15.9%
VOL
16.9%
17.0%
15.6%
16.1%
16.7%
-
TER
0.7%
0.8%
1.0%
1.2%
1.1%
-
AUM
₹3,402 Cr
₹8,342 Cr
₹23,412 Cr
₹1,298 Cr
₹14,475 Cr
-
INFO
1.10
1.36
1.10
1.21
0.93
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Long Term Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Treps
10.7%
Torrent Power Ltd
3.9%
GE T&D India Ltd
3.8%
ICICI Bank Ltd
3.7%
State Bank of India
3.2%
Cummins India Ltd
3.1%
Bharti Airtel Ltd
3.1%
HDFC Bank Ltd
3.1%
Mahindra & Mahindra Ltd
3.0%
GAIL (India) Ltd
2.7%
Top industry exposure
Financial Services
23.3%
Industrials
13.8%
Consumer Cyclical
10.1%
Healthcare
8.4%
Energy
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
18%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.
Fund manager(s)
Dinesh Balachandran

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