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

SBI Long Term Equity Growth Direct Plan

NAV
₹447.0705
-1.15%
(25 Apr)
AUM
27,730 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
+14.9%
+13.2%
+7.7%
+6.0%
+5.1%
+3.7%
3Y
+20.4%
+23.4%
+25.0%
+24.1%
+16.0%
+22.0%
5Y
+28.6%
+29.4%
+30.4%
+28.4%
+24.3%
+25.4%
ALL
+18.1%
+15.5%
+16.6%
+17.6%
+14.4%
+18.0%
VOL
16.1%
16.5%
15.5%
17.7%
-
18.4%
TER
0.8%
1.1%
0.9%
0.7%
-
0.6%
AUM
₹16,218 Cr
₹15,556 Cr
₹27,730 Cr
₹3,817 Cr
-
₹378 Cr
INFO
1.12
0.94
1.07
1.00
-
0.98
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 Mar
Top holdings
Treps
10.3%
HDFC Bank Ltd
9.4%
Reliance Industries Ltd
5.2%
ICICI Bank Ltd
3.6%
Bharti Airtel Ltd
3.5%
Tata Steel Ltd
3.2%
Torrent Power Ltd
3.0%
State Bank of India
2.6%
Axis Bank Ltd
2.6%
Mahindra & Mahindra Ltd
2.4%
Top industry exposure
Financial Services
27.3%
Technology
10.3%
Energy
9.3%
Basic Materials
8.2%
Industrials
8.2%
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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