SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH
(Erstwhile SBI Long Term Equity Fund - Regular Plan- Growth)
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 |
430.0009
-1.15 (-0.2681%)
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 (%)
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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