SBI Long Term Equity Fund Direct Reinvestment of Income Distribution cum capital wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Dinesh Balachandran. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.96% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹21976 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 15.35% |
Size breakup
SBI Long Term Equity Fund Direct Reinvestment of Income Distribution cum capital wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.99% | 3.99% |
6 Month Returns | 33.88% | 33.88% |
1 Year Returns | 61.56% | 61.56% |
3 Years Returns | 116.79% | 29.42% |
5 Years Returns | 168.89% | 21.88% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Long Term Equity Fund Direct Reinvestment of Income Distribution cum capital wdrl | 13.66 | 7.67 | 3.44 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Long Term Equity Fund Direct Reinvestment of Income Distribution cum capital wdrl | 1.01 | 0.94 | 0.98 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Long Term Equity Fund Direct Reinvestment of Income Distribution cum capital wdrl | 3.57 | 1.53 | 0.84 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Long Term Equity Fund Direct Reinvestment of Income Distribution cum capital wdrl | 11.71 | 13.31 | 19.11 |