BSE - Delayed Quote INR
SBI Long Term Equity Fund Reg IDCW-R (0P0001BB8P.BO)
87.54
-0.32
(-0.37%)
At close: May 28 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.71% |
| 5y Average Return | 29.68% |
| Number of Years Up | 24 |
| Number of Years Down | 7 |
| Best 1Y Total Return (May 29, 2025) | 40.00% |
| Worst 1Y Total Return (May 29, 2025) | -- |
| Best 3Y Total Return | 40.00% |
| Worst 3Y Total Return | 3.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001BB8P.BO
Category
- YTD
- -1.88%
- 0.00%
- 1-Month
- 2.26%
- 0.00%
- 3-Month
- 1.18%
- 0.00%
- 1-Year
- 7.13%
- 0.00%
- 3-Year
- 24.27%
- 0.00%
- 5-Year
- 28.34%
- 0.00%
- 10-Year
- 13.98%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001BB8P.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.05% | -- | -- | -- |
| 2024 | 11.23% | 13.49% | 8.19% | -6.47% |
| 2023 | -2.15% | 15.11% | 9.90% | 13.10% |
| 2022 | -2.09% | -7.01% | 10.37% | 6.41% |
| 2021 | 6.87% | 11.27% | 8.96% | 1.14% |
| 2020 | -28.08% | 21.66% | 10.85% | 20.30% |
| 2019 | 4.22% | -1.03% | -4.00% | 4.03% |
| 2018 | -8.60% | -1.75% | 0.23% | 1.84% |
| 2017 | 12.34% | 5.06% | 0.97% | 11.62% |
| 2016 | -4.84% | 7.33% | 7.14% | -6.70% |
| 2015 | 6.81% | 0.46% | -3.23% | -0.61% |
| 2014 | -2.13% | 21.12% | 8.29% | 5.50% |
| 2013 | -6.64% | 2.45% | -1.69% | 13.82% |
| 2012 | 16.83% | 0.37% | 9.39% | 4.66% |
| 2011 | -7.96% | -1.36% | -8.38% | -8.03% |
| 2010 | 0.05% | 2.89% | 9.55% | 0.18% |
| 2009 | -0.28% | 47.66% | 18.59% | 6.73% |
| 2008 | -25.59% | -17.06% | -4.59% | -23.29% |
| 2007 | -4.07% | 13.44% | 15.65% | 23.29% |
| 2006 | 20.00% | -11.85% | 16.38% | 17.75% |
| 2005 | 15.51% | 22.48% | 27.60% | 8.60% |
| 2004 | -6.67% | -6.59% | 30.81% | 34.98% |
| 2003 | -15.25% | 33.55% | 22.53% | 54.70% |
| 2002 | 9.81% | 5.27% | -13.56% | 5.62% |
| 2001 | -34.58% | -8.51% | -24.24% | 20.02% |
| 2000 | 28.39% | -43.87% | -13.00% | -14.86% |
| 1999 | 57.46% | 2.14% | 53.75% | 73.57% |
| 1998 | 11.25% | -12.05% | 16.25% | -1.01% |
| 1997 | 7.09% | 9.36% | -0.60% | -9.17% |
| 1996 | 7.98% | 10.16% | -20.63% | -5.81% |
| 1995 | -13.00% | -8.92% | -0.69% | -9.96% |
| 1994 | 13.51% | 9.45% | 6.27% | -4.15% |
| 1993 | 8.64% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 38 |
| 1-Month | 68 |
| 3-Month | 58 |
| 1-Year | 42 |
| 3-Year | 2 |
| 5-Year | 6 |
Load Adjusted Returns
| 1-Year | 7.13% |
| 3-Year | 24.27% |
| 5-Year | 28.34% |
| 10-Year | 13.98% |
Performance & Risk
| YTD Return | 1.71% |
| 5y Average Return | 29.68% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | SBI Funds Management Ltd |
| Net Assets | 29.85B |
| YTD Return | -1.88% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 31, 1993 |
Fund Summary
Fund Summary Information Not Available
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