SBI Long Term Equity Fund Regular Growth
Medium
Risk
Equity
Elss Fund
+
26.46
%
26.46
%
3Y annualised
+
0.18
%
0.18
%
1D
1M
6M
1Y
3Y
All
Fund size
21203
NAV:
Mar 7, 2024
374.872
Sector
Tech
Type
Equity
Launched
May 2007
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
GE T&D India Ltd
4.27
%
ICICI Bank Ltd
3.68
%
Cummins India Ltd
3.57
%
Torrent Power Ltd
3.18
%
Mahindra & Mahindra Ltd
3.11
%
State Bank of India
3.08
%
Bharti Airtel Ltd
2.95
%
HDFC Bank Ltd
2.81
%
GAIL (India) Ltd
2.77
%
Reliance Industries Ltd
2.67
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Long Term Equity Fund Regular Growth
More details
Investment objective
To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
