With the increase in the value of valuable space in recent months, the returns profile of this fund may increase. There has been a good return in the return profile of this fund in the last year.
ET has tied up with Value Research to analyze the top mutual funds. We examine the fundamentals of the fund. It also includes his portfolio and performance. Its purpose is to provide investors with ease of investment. Today we are telling you about SBI Long Term Equity Mutual Fund.
How has the fund performed?
Where does the fund invest?
Launch Date: March 31, 1993
Average AUM (31 July 2020): Rs 7,238.63 crore
Benchmark: S&P BSE 500 Total Return Index
How much is the NAV?
Growth Option (4 August 2020): Rs 143.1633
Dividend option: Rs 35.6105
Minimum investment: Rs 500
Expense Ratio (30 June 2020): 1.85%
Exit load: 0% on redemption within 15 days
Top 5 Shares in Portfolio (%)
Recent changes in portfolio New Entry: BPCL, Britannia Industries, Marico (June), Info Edge (July)
Who carried out: Bajaj Auto, Bajaj Finance, Divis Labs, IndusInd Bank, Power Grid Corporation, Shree Cement, Torrent Pharma, Zee Entertainment (June), ABB Power, Bajaj Finserv, Maruti Suzuki (July)
Investment in Qin: Britannia Industries, Federal Bank, GE T&I, Infosys, Larsen & Toubro, Lupine, M&M, SBI, Tech Mahindra (July)
How much risk is there?
Should you buy
This tax-saving fund. It is run with the value constant approach. If the share prices are too high, then try to avoid them. Like other schemes with it, this scheme also has more inclination towards large-cap stocks. One reason for this is the large size of the fund. However, the fund’s track record shows that its performance has been average. However, with the increase in the value of value in recent months, the return profile of this fund may increase. There has been a good return in the return profile of this fund in the last year.