Build your portfolio of top-class funds today.
Start systematic investing now!
SBI Long Term Equity Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 54.46 | 27.4 | 27.07 | 16.97 |
Average Rolling Returns(%) | 19.83 | 15.97 | 13.61 | 12.82 |
The Current NAV of SBI Long Term Equity Fund - Regular Plan - Growth is ₹429.84.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
SBI Long Term Equity Fund - Regular Plan - Growth fund’s expense ratio is 1.59%
The process for redemption is
The AUM of SBI Long Term Equity Fund - Regular Plan - Growth is currently ₹28,733 Crores.
The Top three stocks are HDFC Bank, Mahindra & Mahindra and Reliance Industries and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 34% of fund’s portfolio respectively.
Top three sectors of SBI Long Term Equity Fund - Regular Plan - Growth fund are BFSI, Auto and Oil & Gas accounting for 48% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Long Term Equity Fund - Regular Plan - Growth Fund is Equity - ELSS.
Dinesh Balachandran manages the SBI Long Term Equity Fund - Regular Plan - Growth Fund.
SBI Long Term Equity Fund - Regular Plan - Growth current PE ratio is 41.12 and PB ratio is 7.28
The asset allocation of SBI Long Term Equity Fund - Regular Plan - Growth is Stocks : 91.11%, Debt : 8.89% and Gold : 0%
The minimum SIP amount for SBI Long Term Equity Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for SBI Long Term Equity Fund - Regular Plan - Growth is Nil