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- SBI Mutual Fund
- SBI Long Term Equity Fund (IDCW-I)
SBI Long Term Equity Fund (IDCW-I)
₹ 89.5452
NAV (Sep 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 89.5452
NAV (Sep 6)
Fund Returns
Last 1Y | 54.4% |
Last 3Y | 27% |
Last 5Y | 27.9% |
Last 10Y | 15.9% |
Since Inception | 17.5% |
6 Month CAGR | 19.2% |
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 | 1.61 |
Launched (0y ago) | 1.61 |
AUM in Crores | 27527.2 |
ISIN | INF200K01487 |
Lock-in | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | |
Standard Deviation | 13.5 |
Beta | 1 |
Sharpe Ratio | 1.6 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Long Term Equity Fund (IDCW-I) | 15,18,115 | 7,85,503 | 27.9% | |
| 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
7.2%GE T&D India Ltd.
4.6%HDFC Bank Ltd.
4.5%Mahindra & Mahindra Ltd.
3.6%Torrent Power Ltd.
3.3%Allocation by Sector
Financial
20.87%Energy
14.99%Automobile
8.26%Capital Goods
7.58%Technology
7.54%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.788% | 6.037% | ||
10.146% | 14.578% | ||
27.973% | 16.464% | ||
20.606% | 15.422% | ||
26.955% | 17.518% |
SBI Long Term Equity Fund (IDCW-I) Review
SBI Long Term Equity Fund (IDCW-I) is a Equity Equity fund and has delivered an annualised return of 17.518% over a period of 31 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is [object Object].
Nav of SBI Long Term Equity Fund (IDCW-I) as of 9/6/2024 is ₹89.55 with the total AUM as of 9/7/2024 is ₹27527.242. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Long Term Equity Fund (IDCW-I) was launched on 1993-03-31. The category risk of the fund is Below Average.
The minimum SIP amount for SBI Long Term Equity Fund (IDCW-I) is ₹500 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
SBI Long Term Equity Fund (IDCW-I) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 Total Return Index.
SBI Long Term Equity Fund (IDCW-I) is rated as a 4 fund in Equity and delivered 54.369% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Long Term Equity Fund (IDCW-I).
Frequently Asked Questions
What is SBI Long Term Equity Fund (IDCW-I)?
How to invest in SBI Long Term Equity Fund (IDCW-I)?
You can invest in SBI Long Term Equity Fund (IDCW-I) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Long Term Equity Fund (IDCW-I)?
The minimum sip amount for SBI Long Term Equity Fund (IDCW-I) is ₹500. You can invest in multiples of ₹500.
Is SBI Long Term Equity Fund (IDCW-I) good to invest in?
As per Scripbox experts, SBI Long Term Equity Fund (IDCW-I) is a 4 fund. You can investSBI Long Term Equity Fund (IDCW-I) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Long Term Equity Fund (IDCW-I)?
The expense ratio of the SBI Long Term Equity Fund (IDCW-I) is 1.61% for regular plan.