SBI Long Term Equity Fund Growth+0.54%

2
-5.92%
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 Ratio2.00%
NAV130.92 (14 Jul 2020)
Fund Started31 Mar 1993
Fund Size6,683 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Long Term Equity Fund Growth
-5.9%
-1.4%
2.6%
15.2%
Category Average
-16.6%
-3.7%
6.3%
-
Rank within category
20
24
27
-
*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 -5.9% 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
    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

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity5.0%
    Reliance Industries Ltd.EnergyEquity4.9%
    ICICI Prudential Life Insurance Company Ltd.FinancialEquity4.3%
    Cipla Ltd.HealthcareEquity4.1%
    Ambuja Cements Ltd.ConstructionEquity3.9%
    Infosys Ltd.TechnologyEquity3.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.4%
    ICICI Bank Ltd.FinancialEquity3.4%
    Larsen & Toubro Ltd.ConstructionEquity3.3%
    HDFC Bank Ltd.FinancialEquity3.0%
    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 ₹6,683 Cr and the Latest NAV as of 14 Jul 2020 is ₹130.92.

    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 prime objective of scheme is to deliver the benefit of investment in a portfolio of equity shares, while offering tax rebate on such investments made in the scheme under section 80 C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus.

    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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