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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹481.0370
-0.73%
(9 Jan)
AUM
32,609 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
+11.2%
+6.6%
+6.1%
+5.3%
+3.9%
-6.5%
3Y
+22.2%
+22.0%
+24.3%
+22.9%
+16.3%
+24.2%
5Y
+21.7%
+17.0%
+21.1%
NA
+15.6%
+20.2%
ALL
+15.3%
+17.7%
+16.3%
+21.3%
+12.5%
+17.3%
VOL
16.1%
17.9%
15.3%
12.7%
-
17.5%
TER
1.1%
0.3%
0.9%
0.7%
-
0.6%
AUM
₹17,241 Cr
₹441 Cr
₹32,609 Cr
₹451 Cr
-
₹4,341 Cr
INFO
0.95
0.99
1.07
1.68
-
0.99
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)
Milind Agrawal

FAQs