SBI Long Term Equity mutual fund review: Needs value theme to sustain
While its value bias has suppressed its return profile for years, the fund has picked up smartly since 2020 after the value theme came back to fore. The trend needs to sustain longer for the fund to improve its longer term return metrics.
By ET Bureau |
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ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
BASIC FACTS DATE OF LAUNCH 31 MARCH 1993 CATEGORY
EQUITY TYPE ELSS AUM* Rs.10,867 crore BENCHMARK S&P BSE 500 TOTAL RETURN INDEX
WHAT IT COSTS NAV** GROWTH OPTION Rs.228.46 IDCW Rs.51.54
Should you buy? Plying a value conscious investing approach, this fund stands apart from many of its peers. The fund manager avoids the high growth space if valuations are exhorbitant. While the fund retains a large cap tilt, it has hiked presence in mid and small cap segments in recent years. While its value bias has suppressed its return profile for years, the fund has picked up smartly since 2020 after the value theme came back to fore. The trend needs to sustain longer for the fund to improve its longer term return metrics.
Do you need to file ITR if you only incurred losses from equities or mutual funds? Check the details2026-06-16T01:47:00Z
