SBI ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹485.0483
+0.10%
(14 Nov)
AUM
31,783 Cr
TER
0.95%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.7%
+11.6%
+9.7%
+7.8%
+6.9%
+6.5%
3Y
+22.5%
+21.9%
+22.2%
+24.1%
+17.1%
+26.4%
5Y
NA
+24.8%
+20.9%
+25.1%
+19.3%
+25.1%
ALL
+23.2%
+15.5%
+18.6%
+16.6%
+13.4%
+18.2%
VOL
12.8%
16.2%
18.0%
15.3%
-
17.6%
TER
0.7%
1.1%
0.3%
0.9%
-
0.6%
AUM
₹438 Cr
₹17,194 Cr
₹446 Cr
₹31,783 Cr
-
₹4,515 Cr
INFO
1.81
0.96
1.03
1.08
-
1.04
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
HDFC Bank Ltd
8.9%
Treps
6.5%
Reliance Industries Ltd
5.1%
Tata Steel Ltd
3.4%
ICICI Bank Ltd
3.3%
Cipla Ltd
3.0%
Mahindra & Mahindra Ltd
2.8%
ITC Ltd
2.8%
State Bank of India
2.7%
Axis Bank Ltd
2.4%
Top industry exposure
Financial Services
28.7%
Basic Materials
10.8%
Consumer Cyclical
10.3%
Energy
8.9%
Industrials
7.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
14%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.
Fund manager(s)
Dinesh Balachandran

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