SBI Mutual Fund

SBI Long Term Equity Fund

By Rajendra

Nov 17, 2022

Tax Saving Scheme

Category 

ELSS

Inception

Mar 31, 1993

Benchmark

BSE 500

Scribbled Arrow

AUM  - 11,613 Cr

Fund Manager

Dinesh Balachandran

Thick Brush Stroke

SBI Long Term Equity Fund

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

Investment Strategy

ICICI Bank

Larson & Toubro

Reliance

Mahindra & Mahindra

SBI

5.81

4.31

4.04

3.97

3.80

Total 21.93

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

Finance

Capital Goods

IT

Top 5 Sector

28.83

9.03

8.40

7.95

7.36

Oil Gas

Automobile

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

Thick Brush Stroke

Scheme Performance

Exit Load

Upto  NIL

Scribbled Arrow

As on 31 Oct. 2022

1 Year

3 Year

5 Year

Period

Returns

4.74%

18.16%

10.43%

Exit Load

NIL

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As on 31 Oct. 2022

12,948

50,004

90,559

14.98%

22.56%

16.48

Monthly SIP of 1,000