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

SBI Long Term Equity Growth Direct Plan

NAV
₹465.7863
-0.08%
(28 May)
AUM
28,506 Cr
TER
0.94%
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
+13.9%
+12.9%
+12.0%
+8.8%
+6.8%
+5.3%
3Y
+30.6%
+23.7%
+25.7%
+28.8%
+19.9%
+26.2%
5Y
+31.0%
+29.1%
+29.9%
+31.1%
+25.3%
+26.5%
ALL
+18.6%
+18.3%
+15.7%
+16.9%
+14.3%
+19.1%
VOL
17.7%
16.1%
16.5%
15.5%
-
18.5%
TER
0.7%
0.7%
1.1%
0.9%
-
0.6%
AUM
₹3,897 Cr
₹16,638 Cr
₹16,232 Cr
₹28,506 Cr
-
₹385 Cr
INFO
1.05
1.13
0.95
1.08
-
1.03
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
HDFC Bank Ltd
9.7%
Treps
9.1%
Reliance Industries Ltd
5.6%
ICICI Bank Ltd
3.7%
ITC Ltd
3.2%
Tata Steel Ltd
3.0%
Torrent Power Ltd
3.0%
Axis Bank Ltd
2.7%
Mahindra & Mahindra Ltd
2.6%
State Bank of India
2.6%
Top industry exposure
Financial Services
28.0%
Energy
9.8%
Technology
9.7%
Consumer Cyclical
8.1%
Basic Materials
7.8%
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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