16389
6051
SBI Long Term Equity Fund - Direct (G)
27.77
13.87
29.41
0.01
3.42
11.61
-1.27
16.77
7
  • NAV

    467.52

    as on 05 Jun 2025

  • ₹1.68 (0.36%)

    Last Change

  • 27.77%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 500

    Min Lumpsum
  • 0.94%

    Expense Ratio
  • Rating
  • 28,506 Cr

    Fund Size
  • 12 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • 268
  • Wealth Gained
  • NaN
  • Expected Amount
  • NaN
Yr
  • Invested Amount
  • ₹5,000
  • Wealth Gained
  • ₹-62
  • Expected Amount
  • ₹4,938

Returns and Ranks ( as on 05 Jun 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 13.87%
  • 27.77%
  • 29.41%
  • 16.77
9.65%
9.07%
3.20%
68.81%
View all Holdings
  • 11.28Alpha
  • 4.17SD
  • 1.02Beta
  • 1.21Sharpe
  • Exit Load
  • Nil
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
To deliver the benefits of investing in a portfolio of equity shares, while offering tax rebate on such investments made in the scheme under section 80 C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus.

Dinesh Balachandran

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  • Fund Name
  • Fund Size (Cr.) - ₹ 28,506
  • Fund Size (Cr.) - ₹ 362
  • Fund Size (Cr.) - ₹ 34
  • Fund Size (Cr.) - ₹ 33
  • Fund Size (Cr.) - ₹ 70
  • Address :
  • 9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com
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FAQs

You can invest in SBI Long Term Equity Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for SBI Long Term Equity Fund - Direct (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

SBI Long Term Equity Fund - Direct (G) has delivered 18.10% since inception

The NAV of SBI Long Term Equity Fund - Direct (G) is ₹461.85 as of 05 Jun 2025

The expense ratio of SBI Long Term Equity Fund - Direct (G) is % as of 05 Jun 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of SBI Long Term Equity Fund - Direct (G) 23887.6 CR as of 05 Jun 2025

The minimum SIP amount of SBI Long Term Equity Fund - Direct (G) is 500

The top stock holdings of SBI Long Term Equity Fund - Direct (G) are

  1. HDFC Bank - 9.65%
  2. TREPS - 9.07%
  3. Reliance Industr - 5.56%
  4. ICICI Bank - 3.71%
  5. ITC - 3.20%

The top sectors SBI Long Term Equity Fund - Direct (G) has invested in are

  1. Banks - 16.81%
  2. Debt - 8.95%
  3. Automobiles - 6.58%
  4. Industrial Products - 6.24%
  5. Pharmaceuticals & Biotech - 6.2%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select SBI Long Term Equity Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of SBI Long Term Equity Fund - Direct (G) based on your investment objective and risk tolerance

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