Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹417.1228 0.97%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI ELSS Tax Saver Fund - Regular Plan
|
|
|
Very High
|
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1.57 |
|
 |
|
Very High
|
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1.56 |
||
|
|
Very High
|
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1.64 |
||
|
|
Very High
|
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1.70 |
||
|
|
Very High
|
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1.71 |
₹32,171 Cr
--
500
500
500
12
About SBI ELSS Tax Saver Fund - Regular Plan
SBI ELSS Tax Saver Fund - Regular Plan is a equity mutual fund scheme of SBI Mutual Fund. Launched on March 31, 1993, it is currently managed by Milind Agrawal. The fund has an expense ratio of 1.57% with an overall AUM (Assets Under Management) of ₹32,171 Cr.
SBI Long Term Equity Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.
Investment Strategy
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.
Suitability
ELSS funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By Value Research
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI ELSS Tax Saver Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI ELSS Tax Saver Fund - Regular Plan can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of SBI ELSS Tax Saver Fund - Regular Plan, is ₹417.1228 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
7.74
|
|
|
4.89
|
|
|
4.61
|
|
|
4.44
|
|
|
4.29
|
Over the past five years, SBI ELSS Tax Saver Fund - Regular Plan has delivered an annualised return of 18.38% as of 19-Mar-2026.
The minimum investment required to start investing in SBI ELSS Tax Saver Fund - Regular Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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