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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹476.6299
-0.70%
(11 Jul)
AUM
30,616 Cr
TER
0.93%
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
+8.7%
+6.8%
+4.0%
+3.0%
+1.9%
+1.6%
3Y
+31.3%
+25.8%
+24.8%
+28.6%
+26.9%
+20.5%
5Y
+28.6%
+27.2%
+23.7%
+28.1%
+24.2%
+22.7%
ALL
+18.7%
+15.7%
+15.7%
+16.9%
+19.3%
+14.1%
VOL
17.7%
16.4%
16.2%
15.5%
18.4%
-
TER
0.6%
1.1%
1.1%
0.9%
0.6%
-
AUM
₹4,506 Cr
₹16,454 Cr
₹4,251 Cr
₹30,616 Cr
₹435 Cr
-
INFO
1.06
0.96
0.97
1.09
1.05
-
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 May
Top holdings
HDFC Bank Ltd
9.4%
Treps
7.9%
Reliance Industries Ltd
5.4%
ICICI Bank Ltd
3.6%
Tata Steel Ltd
3.4%
ITC Ltd
3.0%
Cipla Ltd
3.0%
Axis Bank Ltd
2.6%
Torrent Power Ltd
2.6%
Hexaware Technologies Ltd Ordinary Shares
2.6%
Top industry exposure
Financial Services
27.9%
Technology
10.1%
Energy
9.5%
Consumer Cyclical
8.6%
Basic Materials
8.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
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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