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

SBI Long Term Equity Growth Direct Plan

NAV
₹435.3744
+2.07%
(15 Apr)
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
+14.7%
+12.8%
+8.8%
+7.1%
+4.8%
+4.7%
3Y
+18.1%
+21.0%
+22.1%
+22.6%
+13.8%
+20.1%
5Y
+28.5%
+29.0%
+28.1%
+30.1%
+24.1%
+25.2%
ALL
+17.9%
+15.3%
+17.4%
+16.4%
+14.4%
+17.7%
VOL
16.1%
16.5%
17.6%
15.5%
-
18.4%
TER
0.7%
1.1%
0.7%
0.9%
-
0.6%
AUM
₹16,218 Cr
₹15,556 Cr
₹3,817 Cr
₹27,730 Cr
-
₹378 Cr
INFO
1.11
0.93
0.99
1.05
-
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 28th Feb
Top holdings
Treps
9.5%
HDFC Bank Ltd
8.0%
Reliance Industries Ltd
3.8%
ICICI Bank Ltd
3.5%
Bharti Airtel Ltd
3.4%
Hexaware Technologies Ltd.
3.4%
Tata Steel Ltd
2.8%
Torrent Power Ltd
2.8%
Axis Bank Ltd
2.6%
Mahindra & Mahindra Ltd
2.5%
Top industry exposure
Financial Services
25.7%
Technology
9.2%
Consumer Cyclical
8.2%
Industrials
8.0%
Basic Materials
8.0%
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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