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

SBI Long Term Equity Growth Direct Plan

NAV
₹456.8774
-1.61%
(20 Dec)
AUM
27,847 Cr
TER
0.93%
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
+52.8%
+33.0%
+32.3%
+27.9%
+25.0%
+23.2%
3Y
+30.4%
+26.4%
+21.8%
+23.0%
+23.6%
+18.3%
5Y
+26.3%
+25.4%
+23.1%
+20.6%
+21.8%
+19.4%
ALL
+20.6%
+17.5%
+18.8%
+21.2%
+15.9%
+15.0%
VOL
17.1%
15.5%
17.4%
18.0%
16.5%
-
TER
0.7%
0.9%
1.3%
0.5%
1.1%
-
AUM
₹4,187 Cr
₹27,847 Cr
₹183 Cr
₹399 Cr
₹15,945 Cr
-
INFO
1.20
1.12
1.08
1.17
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 Oct
Top holdings
Treps
9.2%
HDFC Bank Ltd
7.4%
Reliance Industries Ltd
3.9%
ICICI Bank Ltd
3.5%
Bharti Airtel Ltd
3.3%
Torrent Power Ltd
3.2%
Tata Steel Ltd
2.8%
State Bank of India
2.8%
ITC Ltd
2.6%
Mahindra & Mahindra Ltd
2.5%
Top industry exposure
Financial Services
25.0%
Industrials
10.3%
Technology
9.4%
Energy
8.5%
Consumer Cyclical
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
22%
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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