Scheme Overview
SBI Long Term Equity Fund - Regular Plan- Growth
(Erstwhile SBI Magnum Taxgain Scheme 1993 - Regular Plan- Growth)
| Category: Equity: ELSS |
| Launch Date: 31-03-1993 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| Expense Ratio: 1.58% As on ( 31-05-2025) |
| Status: Open Ended |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 29,662.54 Cr As on ( 30-05-2025) |
| Turn over: 20 |
433.5742
-2.08 ( -0.4809% )
12.41%
BSE 500 TRI12.54%
PERFORMANCE of SBI Long Term Equity Fund - Regular Plan- Growth
Scheme Performance (%) Data as on - 13-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| SBI Long Term Equity Fund - Regular Plan- Growth | 4.39 | 28.85 | 28.61 | 14.74 | 12.41 |
| Benchmark | - | - | - | - | - |
| Equity: ELSS | 3.88 | 21.1 | 23.39 | 14.04 | 14.98 |
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 Long Term Equity Fund - Regular Plan- Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 Long Term Equity Fund - Regular Plan- Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Long Term Equity Fund - Regular Plan- Growth | 13.09 | 1.36 | 7.65 | 0.94 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION of SBI Long Term Equity Fund - Regular Plan- Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 4.39 | 28.76 | 28.85 | 28.61 | 14.74 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 12.84 | 22.4 | 21.86 | 26.24 | 0.0 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 12.5 | 26.23 | 23.84 | 24.8 | 13.88 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 10.97 | 25.65 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 9.69 | 31.1 | 31.46 | 27.77 | 17.19 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 8.76 | 19.83 | 19.8 | 22.94 | 13.54 |
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 8.39 | 20.95 | 21.33 | 21.76 | 13.5 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 8.29 | 26.06 | 25.74 | 27.32 | 13.94 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 7.96 | 25.56 | 23.81 | 26.18 | 16.23 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 7.34 | 18.81 | 20.35 | 20.8 | 12.14 |
