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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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 30,419.61 Cr As on (30-09-2025)
Turn over: 20
NAV as on 14-10-2025

436.3915

-1.48 (-0.3395%)

CAGR Since Inception

12.3%

BSE 500 TRI 12.43%

PERFORMANCE of SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH

Scheme Performance (%) Data as on - 14-10-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -2.32 24.78 24.61 14.49 12.3
Benchmark - - - - -
Equity: ELSS -3.1 17.33 19.75 13.84 14.55

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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 1.28 6.79 0.96 - -
Equity: ELSS - - - - - -

PEER COMPARISION of SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH

Compare SIP Compare Lumpsum
Period
Data as on - 14-10-2025
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 -2.32 21.89 24.78 24.61 14.49
HDFC ELSS Tax saver - Growth Plan 05-03-1996 3.78 22.55 22.75 25.19 14.2
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 2.49 16.98 17.87 20.21 0.0
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 1.71 17.3 18.02 20.25 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 1.18 17.18 17.26 20.89 13.39
HSBC Tax Saver Equity Fund - Growth 05-01-2007 0.9 20.62 19.92 20.89 13.4
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 0.62 16.27 15.38 13.64 11.1
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 0.52 20.27 0.0 0.0 0.0
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 0.36 14.71 15.39 19.84 13.87
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 0.17 12.67 13.61 19.21 0.0

PORTFOLIO ANALYSIS of SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH

Asset Allocation (%)