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

SBI Long Term Equity Growth Direct Plan

NAV
₹272.8874
+0.77%
(5 Jun)
AUM
12,998 Cr
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
+22.3%
+17.3%
+17.1%
+16.2%
+14.6%
+12.4%
3Y
+28.0%
+36.4%
+30.4%
+29.4%
+24.3%
+44.2%
5Y
+14.2%
+14.8%
NA
+14.7%
+12.0%
+24.0%
ALL
+14.3%
+17.6%
+22.9%
+15.1%
+18.0%
+20.5%
VOL
15.9%
16.6%
15.5%
15.9%
-
17.2%
TER
NA
0.8%
0.8%
1.0%
-
0.6%
AUM
₹12,998 Cr
₹4,333 Cr
₹1,527 Cr
₹494 Cr
-
₹3,533 Cr
INFO
0.90
1.06
1.48
0.95
-
1.19
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 30th Apr
Top holdings
Treps
7.5%
ICICI Bank Ltd
5.2%
Larsen & Toubro Ltd
4.5%
Cummins India Ltd
3.7%
Reliance Industries Ltd
3.6%
HDFC Bank Ltd
3.4%
Bharti Airtel Ltd
3.4%
State Bank of India
3.4%
Mahindra & Mahindra Ltd
3.2%
Axis Bank Ltd
3.0%
Top industry exposure
Financial Services
26.4%
Industrials
14.9%
Energy
8.8%
Consumer Cyclical
7.2%
Utilities
7.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
15%
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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