DB
Dinesh BalachandranFund Manager Since 10 Sept 2016
EquityELSS (Tax Savings)
SBI Long Term Equity Fund Regular Growth
3Y Annualised
28.69%
0.27% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.43%
0.27% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
2 years 9 months
NIFTY 50
4 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹28506.07 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl
11.35%
2nd
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
11.35%
3rd
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth
11.24%
4th
Motilal Oswal ELSS Tax Saver Fund Regular Plan Payout of Income Distribution cum capital wdrl
11.24%
5th
Samco ELSS Tax Saver Fund Direct Growth
10.80%
109th
SBI Long Term Equity Fund Regular Growth
6.43%
Fund Managers
About SBI Long Term Equity Fund Regular Growth
SBI Long Term Equity Fund Regular Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 32 years, having been launched on 1993-03-31. SBI Long Term Equity Fund Regular Growth has ₹28506.07 Cr worth of assets under management (AUM) as of Sun May 18 2025. The latest Net Asset Value (NAV) of SBI Long Term Equity Fund Regular Growth as of Fri May 16 2025 is ₹431.5071. The fund has an expense ratio of 1.59%, which is medium comparable to most other Equity funds.
SBI Long Term Equity Fund Regular Growth returns for the last 1 year are 10.56%. Since launch, it has delivered 12.43% average annual returns.
The SBI Long Term Equity Fund Regular Growth has the majority of its money invested in Financial Services, Energy, Consumer Defensive, Basic Materials, Utilities, Consumer Cyclical, Healthcare sectors.
Top 5 Holdings of SBI Long Term Equity Fund Regular Growth.
- HDFC Bank Ltd: 9.65%
- Reliance Industries Ltd: 5.56%
- ICICI Bank Ltd: 3.71%
- ITC Ltd: 3.20%
- Tata Steel Ltd: 3.05%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 1993-03-31 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Long Term Equity Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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What are the top 3 sectors that SBI Long Term Equity Fund Regular Growth has invested in?
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How to Redeem SBI Long Term Equity Fund Regular Growth?
Can I invest in SIP and a Lump Sum of SBI Long Term Equity Fund Regular Growth?
