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Sbi Long Term Equity Fund Regular Plan Idcw
NAV (Apr 26,2024)
SBI Long Term Equity Fund - Regular Plan - IDCW is an investment option that aims for long-term capital growth. With an expense ratio of 1.65% and a minimum investment of INR 500, investors can benefit from the fund's established date of March 31, 1993. The fund has a lock-in period of 3 years. The fund's P/E ratio stands at 42.43 and the P/B ratio at 6.26. With an AUM of INR 21,202.77, this fund provides an opportunity for investors to maximize their wealth over time.
Sbi Long Term Equity Fund Regular Plan Idcw Latest Trend
- 1M
- 2M
- 3M
Sbi Long Term Equity Fund Regular Plan Idcw Latest Trend
Risk Ratios
- P/E Ratio40.68
- P/B Ratio6.16
- Alpha0.07
- Beta0.94
- Sharpe0.27
- Sortino0.45
Fund Overview
1.64%
0%
No Lock-in
₹ 21976.25 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 27, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 11,348.7 (13.49%) | ₹ 13,621.23 (36.21%) | ₹ 16,176.39 (61.76%) | ₹ 21,552.37 (115.52%) | ₹ 26,613.18 (166.13%) |
₹ 30,000 | ₹ 34,046.1 (13.49%) | ₹ 40,863.69 (36.21%) | ₹ 48,529.17 (61.76%) | ₹ 64,657.11 (115.52%) | ₹ 79,839.54 (166.13%) |
₹ 50,000 | ₹ 56,743.5 (13.49%) | ₹ 68,106.15 (36.21%) | ₹ 80,881.95 (61.76%) | ₹ 1,07,761.85 (115.52%) | ₹ 1,33,065.9 (166.13%) |
₹ 80,000 | ₹ 90,789.6 (13.49%) | ₹ 1,08,969.84 (36.21%) | ₹ 1,29,411.12 (61.76%) | ₹ 1,72,418.96 (115.52%) | ₹ 2,12,905.44 (166.13%) |
₹ 1,00,000 | ₹ 1,13,487 (13.49%) | ₹ 1,36,212.3 (36.21%) | ₹ 1,61,763.9 (61.76%) | ₹ 2,15,523.7 (115.52%) | ₹ 2,66,131.8 (166.13%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS10.73%
- Torrent Power Ltd3.86%
- GE T&D India Ltd3.84%
- ICICI Bank Ltd3.69%
- State Bank of India3.20%
- Cummins India Ltd3.13%
- Bharti Airtel Ltd3.11%
- HDFC Bank Ltd3.06%
- Mahindra & Mahindra Ltd2.99%
- GAIL India Ltd2.65%
- Reliance Industries Ltd2.62%
- Kotak Mahindra Bank Ltd2.40%
- Cipla Ltd2.32%
- Tata Motors Ltd DVR2.27%
- Sun Pharmaceutical Industries Ltd2.21%
- Axis Bank Ltd2.14%
- Lupin Ltd1.98%
- Oil & Natural Gas Corporation Ltd1.95%
- Bharat Petroleum Corporation Ltd1.92%
- ICICI Prudential Life Insurance Company Ltd1.91%
- Tech Mahindra Ltd1.81%
- HDFC Asset Management Co Ltd1.73%
- Infosys Ltd1.73%
- ITC Ltd1.72%
- Hindalco Industries Ltd1.71%
- Petronet LNG Ltd1.65%
- Coforge Ltd1.46%
- Mahindra & Mahindra Financial Services Ltd1.43%
- Fortis Healthcare Ltd1.35%
- Tata Steel Ltd1.35%
- Equitas Small Finance Bank Ltd1.28%
- Wipro Ltd1.27%
- Sundaram Clayton Ltd1.23%
- Delhivery Ltd1.23%
- Tata Motors Ltd1.21%
- Larsen & Toubro Ltd1.17%
- Godrej Consumer Products Ltd1.14%
- AIA Engineering Ltd1.07%
- TVS Holdings Ltd1.00%
- Prism Johnson Ltd0.90%
- FSN E Commerce Ventures Ltd0.88%
- Mahindra Lifespace Developers Ltd0.79%
- Chemplast Sanmar Ltd0.76%
- Rallis India Ltd0.76%
- Punjab National Bank0.72%
- Container Corporation of India Ltd0.65%
- Jubilant Foodworks Ltd0.61%
- Shree Cement Ltd0.59%
- ACC Ltd0.58%
- Sanofi India Ltd0.55%
- Multi Commodity Exchange of India Ltd0.53%
- ICICI Lombard General Insurance Company Ltd0.49%
- IRB Infrastructure Developers Ltd0.49%
- Grindwell Norton Ltd0.48%
- Life Insurance Corporation of India0.40%
- Sheela Foam Ltd0.38%
- PB Fintech Ltd0.32%
- Bharat Forge Ltd0.29%
- Exide Industries Ltd0.28%
- VA Tech Wabag Ltd0.28%
- Computer Age Management Services Ltd0.22%
- Timken India Ltd0.21%
- Crompton Greaves Consumer Electricals Ltd0.19%
- HeidelbergCement India Ltd0.03%
- Tata Technologies Ltd0.02%
- Manpasand Beverages Ltd0.00%
- Net Receivable Payable-0.88%
- Bank - Private12.57%
- Miscellaneous9.84%
- IT - Software6.29%
- Refineries4.54%
- Bank - Public3.92%
- Electric Equipment3.84%
- Diesel Engines3.13%
- Insurance2.80%
- Auto Ancillary2.22%
- Oil Exploration1.95%
- Cigarettes/Tobacco1.72%
- Metal - Non Ferrous1.71%
- Finance - NBFC1.43%
- Courier Services1.23%
- Castings/Forgings1.07%
- e-Commerce0.88%
- Chemicals0.76%
- Logistics0.65%
- Consumer Food0.61%
- Abrasives0.48%
- Fintech0.32%
- Forgings0.29%
- Batteries0.28%
- Depository Services0.22%
- Bearings0.21%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quantum ELSS Tax Saver Fund - Growth - Direct Plan | ELSS | Very High | 23.40% |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.83% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 20.92% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.32% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 17.06% |
Bandhan ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.96% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.09% |
UTI ELSS Tax Saver Fund - Regular Plan - IDCW | ELSS | Very High | 14.22% |
ICICI Prudential ELSS Tax Saver Fund - Growth | ELSS | Very High | 13.88% |
Kotak ELSS Tax Saver Fund - Growth | ELSS | Very High | 11.47% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quantum ELSS Tax Saver Fund - Growth - Direct Plan | ELSS | Very High | 42.03% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 40.30% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 39.16% |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 37.02% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 35.48% |
Bandhan ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 34.96% |
ICICI Prudential ELSS Tax Saver Fund - Growth | ELSS | Very High | 29.86% |
Kotak ELSS Tax Saver Fund - Growth | ELSS | Very High | 29.69% |
UTI ELSS Tax Saver Fund - Regular Plan - IDCW | ELSS | Very High | 27.61% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 25.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bandhan ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 24.06% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 22.74% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 21.60% |
Quantum ELSS Tax Saver Fund - Growth - Direct Plan | ELSS | Very High | 19.80% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.68% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.26% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.02% |
ITI ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.93% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 17.72% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 14.18% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 25.01% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.17% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 18.44% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 17.77% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.00% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 16.76% |
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.40% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 15.87% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 15.31% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 3.41% |
Fund Managers
Mr. Dinesh BalachandranFund Manager
Mr. Dinesh has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, Dinesh was Research Analyst with Fidelity Investments, USA for ten years. Dinesh is a B. Tech (IIT-B) and M. S. (MIT, USA). He is also a charter holder of the CFA Institute, USA.
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