Mutual Funds
SBI Long Term Equity Fund Reg Gr (INR)
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

200 ELSS (Tax Savings)

Morningstar Medalist RatingTM

12-27-2024
Analyst-Driven %
100.00
Data Coverage %
100.00
Standard Index
BSE 200 India TR INR
Category Index
-
Morningstar Cat
ELSS (Tax Savings)


Performance 12-31-2024

Quarterly Returns 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Total %
2020 -26.74 21.66 10.85 20.30 18.87
2021 6.87 11.27 8.96 1.14 31.04
2022 -2.09 7.01 10.37 6.41 6.93
2023 -2.15 15.11 9.90 13.10 40.00
2024 11.23 13.49 8.19 -6.47 27.74

Trailing Returns 1 Yr 3 Yr 5 Yr 10 Yr Incept
Total Return 27.74 24.12 24.40 14.81 12.54
+/- Std Index 13.02 9.42 6.30 1.05

Performance Disclosure
The Overall Morningstar Rating is based on risk-adjusted returns, derived from a weighted average of the three-, five-, and 10-year (if applicable) Morningstar metrics.
The performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate; thus an investor's shares, when sold or redeemed, may be worth more or less than their original cost.
Current performance may be lower or higher than return data quoted herein. For performance data current to the most recent month-end, please call +91 22 61793000 or visit www.sbimf.com.

Risk and Return Profile

3 Yr5 Yr10 Yr
200 funds200 funds157 funds
Morningstar RatingTM 5★5★4★
Morningstar Risk +Avg Avg Avg
Morningstar Return High High +Avg
 
3 Yr5 Yr10 Yr
Standard Deviation 14.00 18.72 16.57
Mean 24.12 24.40 14.81
Sharpe Ratio 1.19 0.99 0.57
 
MPT StatisticsStandard Index Best Fit Index
Alpha 8.27
Beta 0.98
R-Squared 89.27



* Release date 12-31-2024


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