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SBI Long Term Equity Fund(IDCW)

IDCW

EquityEquity Linked Savings Scheme (ELSS)

Large-size FundAssets Under Mgmt: ₹ 27,847 Cr

Very High RiskPrinciple investment will be at very high risk

113.161.61% (-1.85)

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EquityEquity Linked Savings Scheme (ELSS)

Large-size FundAssets Under Mgmt: ₹ 27,847 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.93	13.90	2.02

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.43	14.98	1.37

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	3 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 500 Initial: ₹ 500 Incremental: ₹ 500

BenchmarkBenchmark
BSE 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
SBI Long Term Equity Fund(IDCW)	33.85%	18.38%	9.76%
Axis ELSS Tax Saver Fund(IDCW)	11.50%	3.15%	13.38%
Mirae Asset ELSS Tax Saver Fund(IDCW)	22.91%	7.62%	13.52%
DSP ELSS Tax Saver Fund(IDCW)	25.17%	18.06%	17.32%

Price Comparison

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SBI Long Term Equity Fund(IDCW)

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AMC Profile

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

No.of Schemes
107
Total AUM
₹ 7,72,082.81 Cr.

Fund Manager Profile

Dinesh Balachandran

AUM: ₹1,32,643.37 Cr.

Exp: 11yrs

Qualification

B. Tech (IIT-B) and M. S. (MIT, USA)

Past Experience

Mr. Dinesh has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, Dinesh was Research Analyst with Fidelity Investments, USA for ten years. Dinesh is a B. Tech (IIT-B) and M. S. (MIT, USA). He is also a charter holder of the CFA Institute, USA.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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