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

SBI Long Term Equity Growth Direct Plan

NAV
₹450.8356
+0.49%
(7 May)
AUM
27,730 Cr
TER
0.95%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+13.6%
+10.4%
+8.1%
+5.8%
+4.9%
+1.2%
3Y
+24.7%
+21.9%
+26.3%
+17.8%
+25.8%
+22.4%
5Y
+29.2%
+28.9%
+30.1%
+24.3%
+28.1%
+24.9%
ALL
+15.5%
+16.4%
+16.6%
+14.4%
+17.4%
+17.6%
VOL
16.5%
15.6%
15.5%
-
17.7%
18.4%
TER
1.1%
1.1%
0.9%
-
0.7%
0.6%
AUM
₹15,556 Cr
₹6,359 Cr
₹27,730 Cr
-
₹3,897 Cr
₹378 Cr
INFO
0.94
1.06
1.07
-
0.98
0.96
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
10.3%
HDFC Bank Ltd
9.4%
Reliance Industries Ltd
5.2%
ICICI Bank Ltd
3.6%
Bharti Airtel Ltd
3.5%
Tata Steel Ltd
3.2%
Torrent Power Ltd
3.0%
State Bank of India
2.6%
Axis Bank Ltd
2.6%
Mahindra & Mahindra Ltd
2.4%
Top industry exposure
Financial Services
27.3%
Technology
10.3%
Energy
9.3%
Basic Materials
8.2%
Industrials
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
19%
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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