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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹487.9806
-0.23%
(26 Dec)
AUM
32,327 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
+10.6%
+6.5%
+5.6%
+4.3%
+3.5%
-7.3%
3Y
+22.6%
+25.7%
+23.8%
+23.0%
+17.5%
+25.5%
5Y
+22.7%
+22.7%
NA
+18.5%
+17.2%
+22.1%
ALL
+15.4%
+16.5%
+21.9%
+17.9%
+13.0%
+17.6%
VOL
16.2%
15.3%
12.7%
17.9%
-
17.5%
TER
1.1%
0.9%
0.7%
0.3%
-
0.6%
AUM
₹17,241 Cr
₹32,327 Cr
₹451 Cr
₹441 Cr
-
₹4,444 Cr
INFO
0.95
1.08
1.72
1.00
-
1.00
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 Nov
Top holdings
HDFC Bank Ltd
8.9%
Treps
7.2%
Reliance Industries Ltd
5.5%
Tata Steel Ltd
3.2%
ICICI Bank Ltd
3.2%
Mahindra & Mahindra Ltd
2.9%
Cipla Ltd
2.9%
State Bank of India
2.8%
ITC Ltd
2.7%
Axis Bank Ltd
2.6%
Top industry exposure
Financial Services
29.5%
Consumer Cyclical
10.8%
Basic Materials
10.0%
Energy
9.1%
Technology
7.3%
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)
Dinesh Balachandran

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