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SBI Long Term Equity Fund Direct Plan IDCW

Equity
ELSS
Very High Risk
Payout
3Y Lock In
18.22%
3Y annualised
-0.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Dec 2021₹70.99
Min. SIP amount₹500
Rating2
Fund size₹11,094.46Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.4%18.2%15.2%14.9%
Category average54.9%14.2%14.3%NA
Rank with in category232126NA
Understand terms

Holdings (61)

NameSectorInstrumentAssets
FinancialEquity5.4%
TechnologyEquity4.3%
ConstructionEquity3.9%
FinancialEquity3.9%
TechnologyEquity3.8%
FinancialEquity3.5%
EnergyEquity3.5%
FinancialEquity3.1%
Bharti Airtel Ltd.
CommunicationEquity2.8%
HealthcareEquity2.8%
See All

Pros and cons

Category: Equity ELSS

Pros

3Y and 5Y annualised returns higher than category average
Exit load is zero
Lower expense ratio: 1.22%

Cons

Lock-in period: 3Y
Low rating: 2
1Y annualised returns lower than category average by 5.66%

Expense ratio, exit load and tax

Expense ratio: 1.22%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

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