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

SBI Long Term Equity Growth Direct Plan

NAV
₹447.3312
-0.36%
(17 Jan)
AUM
27,791 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
+34.4%
+23.2%
+17.1%
+16.2%
+14.9%
+13.8%
3Y
+23.1%
+21.8%
+19.8%
+16.8%
+13.2%
+18.3%
5Y
+22.9%
+23.7%
+20.5%
+23.4%
+18.0%
+18.0%
ALL
+19.2%
+17.0%
+15.5%
+23.4%
+14.9%
+19.1%
VOL
17.2%
15.5%
16.5%
14.2%
-
18.1%
TER
0.6%
0.9%
1.1%
0.6%
-
0.6%
AUM
₹4,415 Cr
₹27,791 Cr
₹15,729 Cr
₹4,507 Cr
-
₹397 Cr
INFO
1.12
1.09
0.94
1.65
-
1.06
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 Dec
Top holdings
Treps
8.1%
HDFC Bank Ltd
7.5%
Reliance Industries Ltd
3.5%
ICICI Bank Ltd
3.4%
Bharti Airtel Ltd
3.2%
Torrent Power Ltd
2.8%
Mahindra & Mahindra Ltd
2.7%
State Bank of India
2.7%
Tata Steel Ltd
2.6%
ITC Ltd
2.5%
Top industry exposure
Financial Services
24.4%
Technology
10.6%
Industrials
10.3%
Consumer Cyclical
9.0%
Energy
7.9%
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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