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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹476.5993
+0.60%
(16 Sep)
AUM
29,937 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
+3.8%
-1.5%
-2.1%
-2.4%
-2.6%
-4.0%
3Y
+22.9%
+24.9%
+27.0%
+22.9%
+16.2%
+21.6%
5Y
+25.8%
+25.6%
+27.4%
+21.5%
+20.6%
+24.0%
ALL
+15.6%
+16.6%
+18.5%
+18.8%
+13.1%
+17.7%
VOL
16.3%
15.4%
17.6%
18.2%
-
17.3%
TER
1.1%
0.9%
0.7%
0.3%
-
1.1%
AUM
₹16,525 Cr
₹29,937 Cr
₹4,223 Cr
₹409 Cr
-
₹210 Cr
INFO
0.96
1.08
1.05
1.03
-
1.02
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 Aug
Top holdings
HDFC Bank Ltd
9.1%
Treps
5.9%
Reliance Industries Ltd
5.1%
ICICI Bank Ltd
3.5%
Cipla Ltd
3.2%
Tata Steel Ltd
3.2%
ITC Ltd
2.9%
Mahindra & Mahindra Ltd
2.7%
State Bank of India
2.5%
Kotak Mahindra Bank Ltd
2.4%
Top industry exposure
Financial Services
28.3%
Basic Materials
10.7%
Consumer Cyclical
10.1%
Energy
8.8%
Technology
8.0%
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)
Dinesh Balachandran

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