SBI Long Term Equity Fund-Reg(IDCW)

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IDCWRegular

EquityEquity Linked Savings Scheme (ELSS)

Large-size FundAssets Under Mgmt: ₹ 27,791 Cr

Very High RiskPrinciple investment will be at very high risk

83.070.31% (-0.26)

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EquityEquity Linked Savings Scheme (ELSS)

Large-size FundAssets Under Mgmt: ₹ 27,791 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
1.60	14.11	1.19

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.43	15.47	0.74

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	3 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 500 Initial: ₹ 500 Incremental: ₹ 500

BenchmarkBenchmark
BSE 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

AMC Profile

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

No.of Schemes
108
Total AUM
₹ 7,65,647.32 Cr.

Fund Manager Profile

Dinesh Balachandran

AUM: ₹1,32,888.38 Cr.

Exp: 11yrs

Qualification

B. Tech (IIT-B) and M. S. (MIT, USA)

Past Experience

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.

SBI Long Term Equity Fund-Reg(IDCW)