CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
SBI Mutual Fund logo
EQUITY•ELSS

SBI ELSS Tax Saver Fund

3 Year return

22.95%
NAV on December 10, 2025
482.0493
1D Returns
-0.04%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
44.75%₹1,611
Total Value ₹5,211

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹31,782.82 Cr.
Expense Ratio
0.92% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
5

Ratings by other agencies

Value Research
3
Crisil
4
Morning Star
4

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

DB

Dinesh Balachandran

Fund Manager since May 2018

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund14.5774%
3.5
HDFC ELSS Tax Saver20.7942%
0
Motilal Oswal ELSS Tax Saver Fund22.4746%
2.5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Long Term Equity Fund Direct Plan Growth

SBI Long Term Equity Fund Direct Plan-Growth is an Equity Linked Savings Scheme (ELSS) introduced by SBI Mutual Fund. The fund adopts an open-ended plan structure, which means the investor can invest at any time. It offers investors the dual benefits of increased liquidity and flexibility. Investors should note that this fund carries a statutory lock-in period of 3 years. The expense ratio of this fund is low compared to the category average.

Investment Objective of the Scheme

The primary objective of the SBI Long Term Equity Fund Direct Growth is to provide investors with the dual advantage of capital appreciation through investment in a diversified equity portfolio and tax benefits under Section 80C of the Income-tax Act, 1961. Additionally, the fund may periodically distribute income, depending on the availability of a distributable surplus. To enjoy the tax benefits under Section 80C, investments in this fund come with a statutory lock-in period of 3 years from the date of allotment.

Key Features of The Fund

5-year return
22.7428%
Expense Ratio
0.92%
Fund Manager
Dinesh Balachandran
Fund Size
₹31782.82 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

A notable feature of this fund is the mandatory 3-year lock-in period, a characteristic of all ELSS funds, which investors should be comfortable with. If you're an investor seeking higher returns, tax savings, and have the patience to stay invested for at least 3 years, this could be a suitable choice for you. Keep in mind that the fund's performance is linked to market fluctuations. Ensure your investment choices align with your financial goals and risk comfort level.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Start Investing Early with SIPs

SIPs make mutual fund investing accessible. With a small, fixed amount, you can begin your investment journey and benefit from the power of compounding over time. Use Angel One's SIP calculator to determine a comfortable investment amount to reach your financial goals.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI ELSS Tax Saver Fund on December 10, 2025, is ₹482.0493
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI ELSS Tax Saver Fund, is ₹31782.82 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI ELSS Tax Saver Fund is 0.92%
The SBI ELSS Tax Saver Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI ELSS Tax Saver Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,211 in 3Y at 22.952% returns
SIP Date1st of every month

Your next SIP Payment will be on 11 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from