DB
Dinesh BalachandranFund Manager Since 10 Sept 2016
EquityELSS (Tax Savings)
SBI Long Term Equity Fund Regular Growth
3Y Annualised
24.00%
0.81% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.32%
0.81% 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
3 years 3 months
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹25723.50 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
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
149th
SBI Long Term Equity Fund Regular Growth
2.32%
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 31 years, having been launched on 1993-03-31. SBI Long Term Equity Fund Regular Growth has ₹25723.50 Cr worth of assets under management (AUM) as of Sun Mar 23 2025. The latest Net Asset Value (NAV) of SBI Long Term Equity Fund Regular Growth as of Fri Mar 21 2025 is ₹408.6316. The fund has an expense ratio of 1.6%, which is medium comparable to most other Equity funds.
SBI Long Term Equity Fund Regular Growth returns for the last 1 year are 11.96%. Since launch, it has delivered 12.30% average annual returns.
The SBI Long Term Equity Fund Regular Growth has the majority of its money invested in Financial Services, Energy, Communication Services, null, Basic Materials, Utilities, Consumer Cyclical sectors.
Top 5 Holdings of SBI Long Term Equity Fund Regular Growth.
- HDFC Bank Ltd: 8.01%
- Reliance Industries Ltd: 3.77%
- ICICI Bank Ltd: 3.47%
- Bharti Airtel Ltd: 3.40%
- Hexaware Technologies Ltd.: 3.39%
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 |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
31.29%
expense ratio
1.91%
fund size
₹4149.45 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
24.29%
expense ratio
0.84%
fund size
₹4325.37 Cr
SBI Magnum Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
12.00%
expense ratio
0.85%
fund size
₹120.19 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
10.65%
expense ratio
1.69%
fund size
₹20029.64 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
11.64%
expense ratio
0.04%
fund size
₹102529.96 Cr
FAQs
What is the current NAV of SBI Long Term Equity Fund Regular Growth?
What are the average returns of SBI Long Term Equity Fund Regular Growth?
How do I invest in SBI Long Term Equity Fund Regular Growth?
What is the expense ratio of SBI Long Term Equity Fund Regular Growth?
What are net assets under management (AUM) of SBI Long Term Equity Fund Regular Growth?
What is the PE and PB ratio of SBI Long Term Equity Fund Regular Growth?
What are the top 5 holdings of SBI Long Term Equity Fund Regular Growth?
What are the top 3 sectors that SBI Long Term Equity Fund Regular Growth has invested in?
Who is the manager of SBI Long Term Equity Fund Regular Growth?
What is the exit load of SBI Long Term Equity Fund Regular Growth?
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?
