SBI Mutual Fund

SBI Long Term Equity Fund Direct Plan Growth

EquityTax Saving
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Recommended
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Top Ranked

₹ 447.07

NAV (Apr 25)

30.666%
5 Year CAGR
Scripbox Opinion
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Recommended
SBI Long Term Equity Fund Direct (G) is recommended for investment within tax saving mutual funds.

Tax Saving funds provides tax saving with inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Scripbox Recommended Tax Saving Fund
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Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Scheme Information

Investment Objective

The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.

Expense Ratio
1.07 %
Launched
-
AUM in Crores
27730.3
ISIN
INF200K01UM9
Lock-in (days)
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
14.3
Beta
1
Sharpe Ratio
1.1
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

7.24%
7.24%

GE Vernova T&D India Ltd.

4.61%
4.61%

HDFC Bank Ltd.

4.49%
4.49%

Mahindra & Mahindra Ltd.

3.61%
3.61%

Torrent Power Ltd.

3.33%
3.33%
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Allocation by Sector

Financial

24.96%
24.96%

Technology

12.61%
12.61%

Energy

12.17%
12.17%

Healthcare

7.68%
7.68%

Metals & Mining

6.91%
6.91%
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Frequently Asked Questions

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