- Mutual Funds
- SBI Mutual Fund
- SBI Long Term Equity Fund (G)
SBI Long Term Equity Fund (G)
₹ 410.64
NAV (May 09)
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).
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 | 1.6 % |
Launched | - |
AUM in Crores | 28506.1 |
ISIN | INF200K01495 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.3 |
Beta | 1 |
Sharpe Ratio | 1.1 |
YTM | - |
Fund Managers
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
24.96%Technology
12.61%Energy
12.17%Healthcare
7.68%Metals & Mining
6.91%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 68,033 cr | ||
₹ 28,506 cr | ||
₹ 51,111 cr | ||
₹ 16,217 cr |
SBI Long Term Equity Fund (G) Review
SBI Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 16.84%. The fund is managed by SBI Mutual Fund. The fund manager’s name is Dinesh Balachandran.
Nav of SBI Long Term Equity Fund (G) as of 5/9/2025 is ₹410.64 with the total AUM as of 5/10/2025 is ₹28506.07. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
The minimum SIP amount for SBI Long Term Equity Fund (G) 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 (G) 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.
Scripbox has rated it 5 stars, indicating it's a recommended fund in the Equity category and delivered 7.65% 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 (G).