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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹439.9466
-2.82%
(19 Mar)
AUM
32,171 Cr
TER
0.92%
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
+12.7%
+10.3%
+7.2%
+5.8%
+5.5%
+5.2%
3Y
+23.9%
+19.4%
+19.4%
+22.0%
+21.2%
+15.6%
5Y
+19.0%
+13.6%
+16.4%
+18.7%
NA
+13.6%
ALL
+16.7%
+14.7%
+16.7%
+15.4%
+16.9%
+11.7%
VOL
17.6%
15.0%
15.8%
15.3%
12.9%
-
TER
0.7%
1.0%
0.7%
0.9%
0.7%
-
AUM
₹4,175 Cr
₹906 Cr
₹17,250 Cr
₹32,171 Cr
₹438 Cr
-
INFO
0.95
0.98
1.06
1.01
1.31
-
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 28th Feb
Top holdings
ICICI Bank Ltd
7.7%
Reliance Industries Ltd
4.9%
State Bank of India
4.6%
HDFC Bank Ltd
4.4%
Axis Bank Ltd
4.3%
Kotak Mahindra Bank Ltd
4.2%
Tata Steel Ltd
4.1%
Treps
2.8%
Torrent Power Ltd
2.7%
Mahindra & Mahindra Ltd
2.7%
Top industry exposure
Financial Services
35.8%
Consumer Cyclical
11.1%
Basic Materials
10.6%
Energy
9.1%
Industrials
7.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
21%
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