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: 1.58% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 28,506.07 Cr As on 30-04-2025(Source:AMFI)
Turn over: 20% | Exit Load: Nil

436.5839

12.44%

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 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.47
Sharpe Ratio 1.17
Alpha 7.87
Beta 0.94
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 10.22 30.23 27.46 28.49 14.6
HSBC Tax Saver Equity Fund - Growth 05-01-2007 18.29 27.22 22.02 24.55 13.8
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 17.35 33.47 30.08 28.09 17.2
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 17.07 27.2 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 16.26 22.77 20.78 25.95 -
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 12.99 26.72 22.54 26.13 16.17
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 12.91 20.99 18.5 22.71 13.47
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 12.36 25.13 22.59 23.56 13.88
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 12.25 21.67 20.17 21.62 13.41
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 11.96 23.99 19.82 21.7 13.76

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

11.28%

Others

9.14%

Large Cap

61.53%

Mid Cap

18.05%

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