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SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH

(Erstwhile SBI Long Term Equity Fund - Regular Plan- Growth)

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Category: Equity: ELSS
Launch Date: 31-03-1993
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 1.58% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 30,271.16 Cr As on (31-07-2025)
Turn over: 20
NAV as on 14-08-2025

430.0009

-1.15 (-0.2681%)

CAGR Since Inception

12.31%

BSE 500 TRI 12.42%

PERFORMANCE of SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH
Scheme Performance (%) Data as on - 14-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -0.47 23.58 24.82 13.81 12.31
Benchmark - - - - -
Equity: ELSS 0.37 16.12 20.52 13.04 14.61
Yearly Performance (%)
NAV Movement
Fund Managers

Mr. Dinesh Balachandran, Mr. Dinesh Balachandran, Mr. Dinesh Balachandran,

Investment Objective

The prime objective of this scheme is todeliver the benefit of investment in aportfolio of equity shares, while offeringdeduction on such investments made in thescheme under Section 80 C of the IncometaxAct, 1961. It also seeks to distributeincome periodically depending ondistributable surplus.

RETURNS CALCULATOR for SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
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End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH 13.09 1.35 7.18 0.95 - -
Equity: ELSS - - - - - -
PEER COMPARISION
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH 31-03-1993 -0.47 23.55 23.58 24.82 13.81
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 8.12 22.1 0.0 0.0 0.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.97 22.52 18.27 22.04 12.76
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 7.6 19.92 18.45 22.26 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 5.74 23.04 21.34 24.76 13.24
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 4.31 16.05 14.98 20.69 13.4
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 4.1 12.85 13.03 19.61 0.0
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 3.66 16.67 13.42 14.13 10.26
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 3.64 18.14 18.13 18.96 12.69
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 3.62 20.25 17.15 18.67 11.66
PORTFOLIO ANALYSIS of SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH

Portfolio as on