SBI LONG Term Equity Fund Direct Growth

Scheme code: INF200K01UM9 NAV value: ₹ 450.8356 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.59	67.36	38.94	28.39
3 year	10.59	36.95	24.51	19.8
5 year	-0.09	35.25	15.27	15.18
7 year	6.00	20.14	13.73	14.39
10 year	13.20	19.02	16.19	15.51
12 year	16.46	17.88	17.24	14.47

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	38.94
3 year	6.28	33.32	15.79	24.51
5 year	3.54	26.02	13.5	15.27
7 year	3.33	15.62	11.71	13.73
10 year	3.49	17.22	10.6	16.19
12 year	3.07	16.17	10.84	17.24
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	38.94
3 year	9.08	58.7	29.31	24.51
5 year	3.67	48	18.04	15.27
7 year	3.8	31.03	14.14	13.73
10 year	3.8	28.93	12.39	16.19
12 year	3.63	26.65	12.59	17.24
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	38.94
3 year	7.68	33.37	17.09	24.51
5 year	2.35	27.63	13.51	15.27
7 year	3.76	16.01	12.07	13.73
10 year	3.56	16.94	10.92	16.19
12 year	3.31	16.54	11.01	17.24
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	38.94
3 year	8.04	34.46	18.26	24.51
5 year	3.37	28.64	14.21	15.27
7 year	3.97	16.42	12.41	13.73
10 year	3.53	17.72	11.22	16.19
12 year	3.1	16.97	11.31	17.24
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 38.94% - Median return: 47.31% - Average standard deviation: 5.31

Rolling return for 3 year

- Average return: 24.51% - Median return: 25.73% - Average standard deviation: 1.95

Rolling return for 5 year

- Average return: 15.27% - Median return: 13.28% - Average standard deviation: 1

Rolling return for 7 year

- Average return: 13.73% - Median return: 13.33% - Average standard deviation: 0.71

Rolling return for 10 year

- Average return: 16.19% - Median return: 16.47% - Average standard deviation: 0.47

Rolling return for 12 year

- Average return: 17.24% - Median return: 17.2% - Average standard deviation: 0.4

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,49,718	1,49,718	12.48
3 year	36,00,000	51,93,096	15,93,096	12.99
5 year	60,00,000	96,30,715	36,30,715	9.93
7 year	84,00,000	1,47,13,887	63,13,887	8.34
10 year	1,20,00,000	2,99,56,676	1,79,56,676	9.58
12 year	1,44,00,000	4,45,92,733	3,01,92,733	9.88

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	12.48
3 year	7.3	12.99
5 year	7.48	9.93
7 year	6.39	8.34
10 year	5.95	9.58
12 year	6.11	9.88

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	12.48
3 year	20.64	12.99
5 year	13	9.93
7 year	9.48	8.34
10 year	7.99	9.58
12 year	8.12	9.88

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	12.48
3 year	8.22	12.99
5 year	7.77	9.93
7 year	6.6	8.34
10 year	6.23	9.58
12 year	6.37	9.88

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	12.48
3 year	8.71	12.99
5 year	8.22	9.93
7 year	6.82	8.34
10 year	6.47	9.58
12 year	6.6	9.88

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,49,718 - Absolute Returns: ₹1,49,718 - CAGR: 12.48%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,93,096 - Absolute Returns: ₹15,93,096 - CAGR: 12.99%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹96,30,715 - Absolute Returns: ₹36,30,715 - CAGR: 9.93%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,47,13,887 - Absolute Returns: ₹63,13,887 - CAGR: 8.34%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,99,56,676 - Absolute Returns: ₹1,79,56,676 - CAGR: 9.58%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,45,92,733 - Absolute Returns: ₹3,01,92,733 - CAGR: 9.88%