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

SBI ELSS Tax Saver Growth Direct Plan

NAV
₹488.1426
+0.35%
(20 Nov)
AUM
31,783 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
+12.4%
+12.1%
+10.4%
+7.7%
+7.1%
+6.7%
3Y
+22.0%
+23.1%
+22.5%
+24.4%
+17.3%
+26.6%
5Y
+24.9%
NA
+20.6%
+24.8%
+19.2%
+24.7%
ALL
+15.6%
+23.3%
+18.6%
+16.6%
+13.4%
+18.3%
VOL
16.2%
12.8%
18.0%
15.3%
-
17.6%
TER
1.1%
0.7%
0.3%
0.9%
-
0.6%
AUM
₹17,194 Cr
₹438 Cr
₹446 Cr
₹31,783 Cr
-
₹4,515 Cr
INFO
0.96
1.82
1.03
1.08
-
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 Oct
Top holdings
HDFC Bank Ltd
8.9%
Treps
6.4%
Reliance Industries Ltd
5.3%
Tata Steel Ltd
3.6%
ICICI Bank Ltd
3.1%
Cipla Ltd
2.9%
ITC Ltd
2.8%
Mahindra & Mahindra Ltd
2.8%
State Bank of India
2.8%
Axis Bank Ltd
2.5%
Top industry exposure
Financial Services
28.8%
Basic Materials
10.7%
Consumer Cyclical
10.1%
Energy
9.1%
Industrials
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
14%
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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