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: S&P BSE 500 TRI
TER: 1.62% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 23,411.67 Cr As on (30-04-2024)
Turn over: 20% | Exit Load: Nil

399.8651

12.56%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 13.39
Sharpe Ratio 1.58
Alpha 7.48
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 60.55 40.05 27.48 22.45 16.44
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 64.07 35.06 27.79 32.46 24.76
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 58.89 36.88 24.79 26.08 18.38
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 58.55 39.77 25.42 21.47 -
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 57.67 36.48 18.57 - -
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 50.05 32.56 23.1 21.01 17.04
HDFC ELSS Tax saver - Growth Plan 05-03-1996 49.08 33.3 26.82 18.63 13.92
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 46.41 30.41 21.95 18.53 15.84
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 46.18 29.15 21.81 15.85 12.97
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 45.17 28.85 20.38 20.21 17.25

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

14.6%

Others

10.22%

Large Cap

53.07%

Mid Cap

22.11%

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