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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹463.4442
+0.59%
(11 Aug)
AUM
30,271 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
+5.2%
+3.0%
-0.4%
-1.4%
-1.8%
-4.0%
3Y
+22.1%
+26.0%
+16.5%
+24.5%
+21.8%
+20.1%
5Y
+25.3%
+26.8%
+20.7%
+25.4%
+21.5%
+24.1%
ALL
+15.4%
+18.1%
+13.4%
+16.5%
+18.2%
+17.4%
VOL
16.4%
17.7%
-
15.4%
18.3%
17.4%
TER
1.1%
0.6%
-
0.9%
0.6%
1.1%
AUM
₹16,908 Cr
₹4,402 Cr
-
₹30,271 Cr
₹420 Cr
₹209 Cr
INFO
0.94
1.02
-
1.07
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 31st Jul
Top holdings
HDFC Bank Ltd
9.5%
Treps
5.9%
Reliance Industries Ltd
5.2%
ICICI Bank Ltd
3.6%
Tata Steel Ltd
3.2%
Cipla Ltd
3.1%
ITC Ltd
2.9%
Mahindra & Mahindra Ltd
2.7%
State Bank of India
2.5%
Torrent Power Ltd
2.4%
Top industry exposure
Financial Services
29.5%
Basic Materials
10.0%
Consumer Cyclical
9.3%
Energy
9.0%
Industrials
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
18%
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

FAQs