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SBI Long Term Equity Fund Growth+0.56%

12.95%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Long Term Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.87%
NAV161.83 (04 Dec 2020)
Fund Started31 Mar 1993
Fund Size7,470 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.9%
4.3%
8.2%
9.8%
Category Average
11.7%
5.5%
10.3%
-
Rank Within Category
15
19
23
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 12.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Exit load is zero
    4. Age is more than 10 years
    5. 1Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 2.12%
    9. 3Y Returns are lower than the category average returns
    10. 5Y Returns are lower than the category average returns
    11. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity5.5%
    Cipla Ltd.HealthcareEquity4.8%
    Kotak Mahindra Bank Ltd.FinancialEquity4.3%
    Ambuja Cements Ltd.ConstructionEquity3.9%
    ICICI Prudential Life Insurance Company Ltd.FinancialEquity3.7%
    Tech Mahindra Ltd.TechnologyEquity3.6%
    ICICI Bank Ltd.FinancialEquity3.3%
    Bharti Airtel Ltd.CommunicationEquity3.2%
    Larsen & Toubro Ltd.ConstructionEquity3.2%
    Mahindra & Mahindra Ltd.AutomobileEquity3.2%
    See All

    SBI Long Term Equity Fund Growth Details

    SBI Long Term Equity Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 31 Mar 1993. Dinesh Balachandran is the Current Fund Manager of SBI Long Term Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹7,470 Cr and the Latest NAV as of 04 Dec 2020 is ₹161.83.

    The SBI Long Term Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    Investment Objective

    The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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