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

SBI Long Term Equity Growth Direct Plan

NAV
₹481.6798
-0.00%
(31 Aug)
AUM
27,527 Cr
TER
0.95%
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
+63.3%
+57.8%
+54.6%
+53.3%
+47.9%
+41.7%
3Y
+27.1%
+29.3%
+25.7%
+28.2%
+26.8%
+19.7%
5Y
+27.4%
+28.6%
+26.6%
+38.5%
+24.4%
+22.7%
ALL
+20.2%
+18.3%
+19.7%
+23.6%
+16.6%
+16.9%
VOL
17.0%
15.6%
17.4%
17.1%
16.7%
-
TER
0.7%
0.9%
1.1%
0.7%
1.1%
-
AUM
₹3,835 Cr
₹27,527 Cr
₹173 Cr
₹11,065 Cr
₹16,145 Cr
-
INFO
1.19
1.17
1.13
1.38
0.99
-
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 Jul
Top holdings
Treps
7.2%
GE T&D India Ltd
4.6%
HDFC Bank Ltd
4.5%
Mahindra & Mahindra Ltd
3.6%
Torrent Power Ltd
3.3%
ICICI Bank Ltd
3.3%
Oil & Natural Gas Corp Ltd
3.0%
Bharti Airtel Ltd
3.0%
State Bank of India
3.0%
Reliance Industries Ltd
2.7%
Top industry exposure
Financial Services
22.9%
Industrials
14.2%
Consumer Cyclical
10.8%
Energy
9.3%
Technology
7.5%
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

FAQs