SBI Mutual Fund

SBI Long Term Equity Fund

By Rajendra

Apr 23, 2023

Tax Saving Scheme

Category 

ELSS

Inception

Mar 31, 1993

Benchmark

BSE 500

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AUM  - 12,414 Cr

Fund Manager

Dinesh Balachandran

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SBI Long Term Equity Fund

Top 5 Holding

ICICI Bank

Larsen Toubro

Cummins India

Reliance

HDFC Bank

5.27

4.33

4.08

3.66

3.45

Total  -  20.79

offers tax benefits on investments made up to `1.5 Lakh under Section 80C

Investment Strategy

Financial Service

Oil & Gas

Capital Goods

Top 5 Sector

26.91

11.53

7.46

6.87

6.86

Information Technology

Automobile

Ideal option for investors looking to build wealth for their goals while getting tax benefits on their investments

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

6.00%

32.01%

11.14%

SBI Long Term Equity Fund

Invest a lumpsum or regularly through a Systematic Investment Plan (SIP).

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

12,448

46,122

86,538

Returns

6.92%

16.72%

14.60%

Monthly SIP of 1,000

SBI Long Term Equity Fund