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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹484.4569
-0.23%
(5 Feb)
AUM
32,609 Cr
TER
0.92%
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%
+11.4%
+8.8%
+8.3%
+6.2%
+5.4%
3Y
+21.5%
+22.1%
+24.8%
+22.6%
+16.9%
+24.2%
5Y
+18.6%
+20.3%
+20.2%
NA
+14.9%
+19.4%
ALL
+17.7%
+15.2%
+16.3%
+20.3%
+12.4%
+17.2%
VOL
15.8%
16.1%
15.2%
12.8%
-
17.6%
TER
0.7%
1.1%
0.9%
0.7%
-
0.6%
AUM
₹17,609 Cr
₹17,163 Cr
₹32,609 Cr
₹448 Cr
-
₹4,341 Cr
INFO
1.12
0.94
1.07
1.59
-
0.97
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 31st Dec
Top holdings
HDFC Bank Ltd
8.7%
Treps
7.9%
Reliance Industries Ltd
5.4%
Tata Steel Ltd
3.4%
ICICI Bank Ltd
3.1%
Mahindra & Mahindra Ltd
2.9%
Cipla Ltd
2.8%
State Bank of India
2.8%
ITC Ltd
2.6%
Mahindra & Mahindra Financial Services Ltd
2.6%
Top industry exposure
Financial Services
29.4%
Consumer Cyclical
10.7%
Basic Materials
10.2%
Energy
9.2%
Technology
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
12%
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)
Milind Agrawal

FAQs