SBI ELSS Tax Saver Fund - Regular Plan- Growth

Equity

Tax Savings

SBI ELSS Tax Saver Fund Returns

NAV: ₹436.6786

As of 2026-06-25

0.13%

1yr

18.46%

3yr

16.71%

5yr

All

SBI ELSS Tax Saver Fund Return Calculator

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SBI ELSS Tax Saver Fund Overview

About SBI ELSS Tax Saver Fund - Regular Plan- Growth

The SBI ELSS Tax Saver Fund - Regular Plan- Growth , a Tax Savings multi-cap fund Open Ended Mutual Funds from SBI Funds Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

SBI ELSS Tax Saver Fund - Regular Plan- Growth - Performance

The SBI ELSS Tax Saver Fund - Regular Plan- Growth has set a great track record, delivering an impressive 1-year return of 0.13. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹30,955.0073 Cr. and the latest NAV declared is 436.6786 as on 2026-06-25.

SBI ELSS Tax Saver Fund - Regular Plan- Growth - Investment Strategy

The SBI ELSS Tax Saver Fund - Regular Plan- Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

SBI ELSS Tax Saver Fund - Regular Plan- Growth - Fees and Expenses

The SBI ELSS Tax Saver Fund - Regular Plan- Growth has an expense ratio of 1.57 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

SBI ELSS Tax Saver Fund - Regular Plan- Growth - SIP Planning

The SBI ELSS Tax Saver Fund - Regular Plan- Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. SBI ELSS Tax Saver Fund - Regular Plan- Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Tax Savings provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Tax Savings Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

Lock-in Period

1095

Min SIP

500

Min Lumpsum

₹500

Fund Size(Cr)

₹30,955.01

Expense Ratio

1.57%

Exit Load

Nil

Fund Analysis

Build Wealth and Save Tax with SBI Long-Term Equity Fund

SBI Long-Term Equity Fund is an open-ended equity-linked savings scheme that helps investors save tax and appreciate capital. The fund invests at least 80 percent of its assets in equity, fully convertible debentures, cumulative convertible preference shares, bonds, etc., and has a provision of investing up to 20 percent of its assets in money market instruments. Since this is an ELSS, it has a lock-in period of three years. The regular growth option of this scheme has given an annualized return of around 15.5 percent since its inception in March 1993.

Entry and Exit Load

There is no entry or exit load for SBI Long-Term Equity Fund.

Minimum Investment Amount

You can make a lump sum investment in SBI Long-Term Equity Fund Regular Growth Plan with INR 500, and any additional amount in multiples of 1. The minimum amount for SIP in SBI Long-Term Equity Fund Regular Growth Plan is also INR 500.

Fund Manager

The fund is managed by Mr. Dinesh Balachandran since September 2016.

Lock-in Period

Since SBI Long-Term Equity Fund Regular Growth Plan is an ELSS or tax saver fund, investors cannot redeem or switch out their mutual fund units within three years of investment.

Other Funds by SBI Mutual Fund

SBI Technology Opportunities Fund - Regular Plan - Growth

SBI Contra Fund - Regular Plan - Growth

SBI Small Cap Fund - Regular Plan - Growth

SBI Large & Midcap Fund- Regular Plan -Growth

SBI Magnum Midcap Fund - Regular Plan - Growth

SBI Infrastructure Fund - Regular Plan - Growth

SBI Healthcare Opportunities Fund - Regular Plan -Growth

You can invest in all of these and many others without any hassles on ZFunds.

Frequently Asked Questions about SBI Long-Term Equity Fund

Q. What is the expense ratio for SBI Long-Term Equity Fund Regular Growth Plan?

A. The current expense ratio for SBI Long-Term Equity Fund Regular Growth Plan is 1.73. It is the annual maintenance charge that the mutual fund levies on investors to finance its expenses.

Q. Who should invest in SBI Long-Term Equity Fund Regular Growth Plan?

A. Anyone, who has a long investment horizon, seeks to create wealth in the long term, and wants to save income tax, can invest in SBI Long-Term Equity Fund Regular Growth Plan. Moreover, since the scheme has a lock-in period, it is advisable that you only invest funds that you will not need in the next three years.

Q. Where can I check my expected returns from SBI Long-Term Equity Fund Regular Growth Plan SIP investments?

A. You can use the SBI mutual fund SIP calculator to check your expected returns from SIP in SBI Long-Term Equity Fund Regular Growth Plan. All you need to do is provide a few inputs and the tool calculates the returns you can expect from your investment.

Q. What is the SBI Long-Term Equity Fund Regular Growth Plan NAV?

A. The net asset value or NAV for SBI Long-Term Equity Fund Regular Growth Plan as on 8th March 2023 is INR 237, while the asset under management or AUM is INR 12073.1.