FAQ : SBI Long Term Equity Fund - Growth - Direct Plan

SBI Long Term Equity Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 60.28 27.69 21.49 14.71
Average Rolling Returns(%) 18.06 14.65 12.42 14.72

The Current NAV of SBI Long Term Equity Fund - Growth - Direct Plan is ₹410.36.

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 100 returns, as Funds portfolio is significantly different.

SBI Long Term Equity Fund - Growth - Direct Plan fund’s expense ratio is 0.96%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Long Term Equity Fund - Growth - Direct Plan is currently ₹21,976 Crores.

The Top three stocks are Torrent Power, GE T&D India and ICICI Bank and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 32% of fund’s portfolio respectively.

Top three sectors of SBI Long Term Equity Fund - Growth - Direct Plan 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 - Growth - Direct Plan Fund is Equity - ELSS.

Dinesh Balachandran manages the SBI Long Term Equity Fund - Growth - Direct Plan Fund.

SBI Long Term Equity Fund - Growth - Direct Plan current PE ratio is 40.68 and PB ratio is 6.16

The asset allocation of SBI Long Term Equity Fund - Growth - Direct Plan is Stocks : 90.19%, Debt : 9.85% and Gold : 0%

The minimum SIP amount for SBI Long Term Equity Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for SBI Long Term Equity Fund - Growth - Direct Plan is Nil

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