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

SBI Long Term Equity Growth Direct Plan

NAV
₹468.0457
-0.18%
(23 Jun)
AUM
29,667 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
+9.5%
+8.5%
+5.9%
+4.3%
+3.5%
+3.1%
3Y
+33.4%
+27.6%
+26.3%
+30.5%
+22.1%
+28.4%
5Y
+28.3%
+27.2%
+23.6%
+28.2%
+22.8%
+24.0%
ALL
+18.6%
+15.7%
+15.7%
+16.8%
+14.4%
+19.2%
VOL
17.7%
16.4%
16.2%
15.5%
-
18.4%
TER
0.6%
1.1%
1.1%
0.9%
-
0.6%
AUM
₹4,360 Cr
₹16,454 Cr
₹4,129 Cr
₹29,667 Cr
-
₹419 Cr
INFO
1.05
0.95
0.97
1.08
-
1.04
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 May
Top holdings
HDFC Bank Ltd
9.4%
Treps
7.9%
Reliance Industries Ltd
5.4%
ICICI Bank Ltd
3.6%
Tata Steel Ltd
3.4%
ITC Ltd
3.0%
Cipla Ltd
3.0%
Axis Bank Ltd
2.6%
Torrent Power Ltd
2.6%
Hexaware Technologies Ltd Ordinary Shares
2.6%
Top industry exposure
Financial Services
27.9%
Technology
10.1%
Energy
9.5%
Consumer Cyclical
8.6%
Basic Materials
8.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
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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