- Mutual Funds
- SBI Mutual Fund
- SBI Long Term Equity Fund (Growth)
Formerly SBI Magnum Long Term Equity Reg Gr
SBI Long Term Equity Fund (Growth)
₹ 377.1133
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 377.1133
NAV (Apr 18)
Fund Returns
Last 1Y | 58.5% |
Last 3Y | 27.4% |
Last 5Y | 20.9% |
Last 10Y | 17% |
Since Inception | 13.3% |
6 Month CAGR | 28.1% |
Scheme Information
To deliver the benefit of investment in a portfolio of equity shares,while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act,1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.
Expense Ratio | 1.64 |
Launched (17y ago) | May 07, 2007 |
AUM in Crores | 21976.260 |
ISIN | INF200K01495 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 13.3 |
Standard Deviation (5yr) | 18.7 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 1.482 |
Sharpe Ratio (5yr) | 0.838 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Long Term Equity Fund (Growth) | 12,46,939 | 5,14,327 | 20.9% | |
| 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
treps
10.7%torrent power ltd
3.9%ge t&d india ltd
3.8%icici bank ltd
3.7%state bank of india
3.2%Allocation by Sector
financial services
23.3%industrials
13.8%consumer cyclical
10.1%healthcare
8.4%energy
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22% | 17.8% | ||
15.6% | 12.1% | ||
25.5% | 16.3% | ||
27.4% | 13.3% |
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 13.3% over a period of 16 years. The fund was previously known as SBI Magnum Long Term Equity Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Dinesh Balachandran.
Nav of SBI Long Term Equity Fund (G) as of 4/18/2024 is ₹377.11 with the total AUM as of 4/19/2024 is ₹21976.26. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Long Term Equity Fund (G) was launched on May 07, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Long Term Equity Fund (G) is ₹500 and you can increase this in multiples of ₹500. 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 S&P BSE 500 India TR INR.
SBI Long Term Equity Fund (G) is rated as a 4 fund in Equity and delivered 58.5% 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).
Frequently Asked Questions
What is SBI Long Term Equity Fund (G)?
How to invest in SBI Long Term Equity Fund (G)?
You can invest in SBI Long Term Equity Fund (G) 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 (G)?
The minimum sip amount for SBI Long Term Equity Fund (G) is ₹500. You can invest in multiples of ₹500.
Is SBI Long Term Equity Fund (G) good to invest in?
As per Scripbox experts, SBI Long Term Equity Fund (G) is a Top Ranked fund. You can investSBI Long Term Equity Fund (G) 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 (G)?
The expense ratio of the SBI Long Term Equity Fund (G) is 1.64% for regular plan.