SBI Long Term Equity Fund - Regular Plan- Growth

(Erstwhile SBI Magnum Taxgain Scheme 1993 - Regular Plan- Growth)
Fund House: SBI Mutual Fund
Category: Equity: ELSS
Launch Date: 31-03-1993
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: 1.6% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 27,730.33 Cr As on 31-03-2025(Source:AMFI)
Turn over: 20% | Exit Load: Nil

414.3251

12.31%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 4 Months
6 Years 9 Months
6 Years 10 Months
21 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.52
Sharpe Ratio 1.03
Alpha 8.29
Beta 0.95
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 7.04 31.58 24.22 29.5 14.23
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 13.84 28.21 19.3 27.35 15.7
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 13.13 28.19 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 12.6 22.68 18.18 28.25 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 12.54 28.82 22.64 28.55 13.19
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 12.35 21.9 15.42 20.82 11.4
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.61 26.97 17.49 24.51 12.96
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 9.51 24.21 18.09 25.02 -
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 8.88 25.48 17.42 23.81 13.04
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 8.78 16.76 12.37 23.56 -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.41%

Others

9.01%

Large Cap

61.32%

Mid Cap

18.26%

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