78.40
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 Ratio
    UM_URBAN_MONEY

    40.68
  • P/B Ratio
    UM_URBAN_MONEY

    6.16
  • Alpha
    UM_URBAN_MONEY

    0.07
  • Beta
    UM_URBAN_MONEY

    0.94
  • Sharpe
    UM_URBAN_MONEY

    0.27
  • Sortino
    UM_URBAN_MONEY

    0.45

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.64%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

21976.25 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

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 %)

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%)
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%)
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%)
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%)
1,13,487 (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%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

23.40%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.83%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

20.92%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.32%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.06%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.96%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.09%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

14.22%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

13.88%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

11.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

42.03%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

40.30%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

39.16%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

37.02%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

35.48%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

34.96%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

29.86%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

29.69%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

27.61%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

25.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

24.06%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

22.74%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

21.60%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

19.80%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.68%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.26%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.02%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.93%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

17.72%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

14.18%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

25.01%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.17%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

18.44%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.77%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.00%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

16.76%

Sundaram ELSS Tax Saver Fund - Regular Plan - GrowthSundaram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.40%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

15.87%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

15.31%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

3.41%

Fund Managers

DB

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.

Get your latest Credit Score, FREE

Compare with similar Funds

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

SBI Long Term Equity Fund - Regular Plan - IDCW

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money