- Mutual Funds
- SBI Mutual Fund
- SBI Long Term Equity Fund Direct Growth
SBI Long Term Equity Fund Direct Plan Growth
₹ 423.79
NAV (Mar 17)
Tax Saving funds provides tax saving with inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
SBI Long Term Equity Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,53,542
Wealth Gained14,86,154
Total Corpus Created (₹)
With CAGR of 27.194 % in 5 yearsHistorical NAV
₹ 423.7926
NAV (Mar 17)
Fund Returns
Last 1Y | 9.3% |
Last 3Y | 23.8% |
Last 5Y | 27.2% |
Last 10Y | 13.7% |
Since Inception | 16.2% |
6 Month CAGR | -12.7% |
Scheme Information
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.
Expense Ratio | 0.95 % |
Launched | - |
AUM in Crores | 25723.5 |
ISIN | INF200K01UM9 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation | 14.3 |
Beta | 1 |
Sharpe Ratio | 1.1 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Long Term Equity Fund Direct (G) | 14,86,154 | 7,53,542 | 27.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
7.24%GE Vernova T&D India Ltd.
4.61%HDFC Bank Ltd.
4.49%Mahindra & Mahindra Ltd.
3.61%Torrent Power Ltd.
3.33%
Allocation by Sector
Financial
23.77%Energy
12.47%Technology
10.62%Healthcare
7.74%Metals & Mining
6.7%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.8% | 16.2% | ||
7.2% | 8.9% | ||
7.8% | 8.6% | ||
7.1% | 9% | ||
22.1% | 16.2% |
SBI Long Term Equity Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,53,542
Wealth Gained14,86,154
Total Corpus Created (₹)
With CAGR of 27.194 % in 5 yearsFrequently Asked Questions
What is the expense ratio for SBI Long Term Equity Fund Direct Plan Growth?
What is the current AUM of SBI Long Term Equity Fund Direct Growth?
What is the latest NAV of SBI Long Term Equity Fund Direct Growth?
What is the Riskometer rating for SBI Long Term Equity Fund Direct Plan Growth?
Which are the top sector holdings in SBI Long Term Equity Fund Direct Plan?
Which are the top stock holdings in SBI Long Term Equity Fund Direct Plan?
What is the asset allocation of SBI Long Term Equity Fund Direct Plan Growth?
What has been the performance of SBI Long Term Equity Fund Direct Growth returns?
Does SBI Long Term Equity Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in SBI Long Term Equity Fund Direct Plan Growth?
How to invest in SBI Long Term Equity Fund Direct Growth?
How can I redeem my investment in SBI Long Term Equity Fund Direct Plan?