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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹455.8873
-2.14%
(9 Mar)
AUM
31,862 Cr
TER
0.89%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+12.6%
+10.7%
+10.7%
+9.0%
+8.8%
+8.5%
3Y
+22.0%
+19.6%
+20.0%
+20.8%
+22.7%
+15.3%
5Y
+17.7%
+16.8%
+19.0%
NA
+19.1%
+13.5%
ALL
+16.6%
+17.1%
+14.6%
+17.8%
+15.8%
+11.9%
VOL
17.6%
15.8%
16.1%
12.8%
15.2%
-
TER
0.7%
0.7%
1.1%
0.7%
0.9%
-
AUM
₹4,188 Cr
₹17,223 Cr
₹16,749 Cr
₹438 Cr
₹31,862 Cr
-
INFO
0.94
1.08
0.91
1.39
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 31st Jan
Top holdings
HDFC Bank Ltd
8.3%
Reliance Industries Ltd
4.9%
Axis Bank Ltd
4.3%
Kotak Mahindra Bank Ltd
4.2%
State Bank of India
4.2%
Tata Steel Ltd
3.8%
Treps
3.7%
ICICI Bank Ltd
3.6%
Mahindra & Mahindra Ltd
2.7%
Infosys Ltd
2.6%
Top industry exposure
Financial Services
34.9%
Basic Materials
10.4%
Consumer Cyclical
10.3%
Energy
8.9%
Technology
8.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
16%
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