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SBI Long Term Equity Fund Regular Growth

Medium
Risk
Equity
Elss Fund
+
26.70
%
26.70
%
3Y annualised
+
0.59
%
0.59
%
1 Day returns
Fund size
20085
NAV:
Feb 23, 2024
369.758
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
3.8
%
ICICI Bank Ltd
3.8
%
Bharti Airtel Ltd
3.24
%
Torrent Power Ltd
3.24
%
Cummins India Ltd
3.16
%
HDFC Bank Ltd
3.09
%
Mahindra & Mahindra Ltd
2.81
%
State Bank of India
2.79
%
GAIL (India) Ltd
2.77
%
Reliance Industries Ltd
2.75
%

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

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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.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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