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SBI Long Term Equity Fund Direct growth
Equity • ELSS (Tax Savings) • Direct growth
More top rated funds
Tax benefits
80C tax exemptions
Fund Info
Equity
ELSS (Tax Savings)
Direct growth
Launched On
01 Jan 2013
12.3 years ago
Lock-in Period
3 years
NAV
as of 25 Apr 2025
₹447.07
-1.1535% (-5.20)
AUM
₹25,724 Cr
Expense ratio
0.95%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Energy
Basic Materials
Industrials
Fund Managers
Dinesh Balachandran
Experience: 8.62 yrs • Total AUM: 8,18,091 Cr
CAGR
₹1,000 invested for 5 years
Distribution
Asset split
Market capital
Equity90.97%
Cash9.03%
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹6,95,661 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
DSP ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
20.41%
Expense ratio
0.75%
Returns vs category
N/A
Risk vs category
Kotak ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.24%
Expense ratio
0.71%
Returns vs category
N/A
Risk vs category
ICICI Prudential ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.47%
Expense ratio
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Returns vs category
N/A
Risk vs category
Tata ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.30%
Expense ratio
0.61%
Returns vs category
N/A
Risk vs category
Mirae Asset ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
15.85%
Expense ratio
0.7%
Returns vs category
N/A
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.