SBI Long Term Equity Fund Direct Plan-Growth is a Tax Saver mutual fund scheme from SBI Mutual Fund. It has an AUM of ₹28,732.52 crores and the current NAV is ₹464.152 as of 09 Nov 2024.
The return performance of the SBI Long Term Equity Fund has been 49.33% in the last year, 92.70% in the previous three years and 587.33% from the scheme’s launch.
SBI Long Term Equity Fund Return
The SBI Long Term Equity Fund outperforms many funds in its category. Over recent periods, its returns have been:
| Period | This fund | Category average |
|---|---|---|
| 1 month | -3.16% | -3.4% |
| 3 months | -1.23% | 0.46% |
| 6 months | 14.31% | 14.06% |
| 1 year | 48.21% | 35.79% |
| 3 years | 23.36% | 16.24% |
| 5 years | 25.4% | 21.35% |
| 10 years | 15.89% | 15.32% |
SBI Long Term Equity Fund Top 5 Holdings
The fund is diversified across sectors, with top holdings in prominent companies:
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 6.60% |
|
Mahindra & Mahindra Ltd.
|
Automobile | Equity | 3.68% |
|
Reliance Industries Ltd.
|
Energy | Equity | 3.63% |
|
Bharti Airtel Ltd.
|
Communication | Equity | 3.31% |
|
ICICI Bank Ltd.
|
Financial | Equity | 3.29% |
Sector Allocation in SBI Long Term Equity Fund
This fund strategically allocates across multiple sectors:
| Sector | Percentage | Amount (₹ Cr) |
|---|---|---|
| Financial | 22.73% | ₹6,530.90 |
| Energy | 13.98% | ₹4,016.81 |
| Technology | 8.55% | ₹2,456.63 |
| Healthcare | 8.42% | ₹2,419.28 |
| Automobile | 7.73% | ₹2,221.02 |
| Others | 38.59% | ₹11,087.88 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
