CASPeR Ranking #10
SBI Long Term Equity Fund Regular Growth
NAV (Tue Jan 14 2025)
₹412
Returns (Since Inception)
20.85%
Category Average
12.96%
Rating
5
Allocation and Holdings
Asset class
Weightage
Financial Services
13.58%
Energy
3.53%
Communication Services
3.18%
Utilities
2.77%
Consumer Cyclical
2.72%
Basic Materials
2.58%
Consumer Defensive
2.51%
Technology
2.32%
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4.5Overall rating
Scheme Information
Fund name
SBI Long Term Equity Fund Regular Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹27791.08 Cr
ISIN
INF200K01495
Inception Date
Mar 31 1993
Standard Deviation
14
Beta
0.98
Sharpe Ratio
1.194
Benchmark
S&P BSE 500 India TR INR
Expense Ratio
1.600%
Exit Load
Nil
Risk
Very High Risk
Investment Objective
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.
Fund Managers
Dinesh Balachandran
About the AMC
SBI Funds Management Ltd
Phone Number
022 - 61793000Email Address
partnerforlife@sbimf.comCorporate Office Address
9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), MumbaiOverall AUM
₹27791.08 Cr
Website
www.sbimf.com
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