SBI ELSS Tax Saver Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI ELSS Tax Saver Fund Growth Fund Overview
SIP ₹500 & Lump. ₹500
₹31,735 Cr
3 Years
1.86
Nil.
BSE 500 Total Return
SBI ELSS Tax Saver Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.45 | -1.34 | 4.38 |
| 6M | -2.73 | 1.39 | 15.79 |
| 1Y | -7.34 | 2.77 | 36.07 |
| 3Y | 11.91 | 12.02 | 82.93 |
Portfolio Analysis
- Equity: 96.94%
- Debt: 3.06%
- Others
About Fund SBI ELSS Tax Saver Fund Growth
SBI ELSS Tax Saver Fund Growth managed by SBI Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹31,735 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.86. Under the expert guidance of Milind Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Milind Agrawal
Mr. Milind Agrawal holds B. Tech.- Mechanical Engineering, PGDM - Finance, CFA. Prior to joining SBI Mutual Fund he had worked with Goldman Sachs Services Pvt. Ltd. and Vadilal Enterprises Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| DSP ELSS Tax Saver Fund Growth | 5 | 16,666 CR | 1.82 |
| HDFC ELSS - Tax Saver Fund Growth | 5 | 15,991 CR | 1.75 |
| SBI ELSS Tax Saver Fund Growth | 4 | 31,734 CR | 1.86 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP ELSS Tax Saver Fund Growth | -6.4279 | 37.0126 |
| This FundHDFC ELSS - Tax Saver Fund Growth | -9.5971 | 37.297 |
| This FundSBI ELSS Tax Saver Fund Growth | -7.3436 | 40.1624 |
SBI ELSS Tax Saver Fund Growth FAQs
- 1 Month : -4.45%
- 6 Months : -2.73%
- 1 Year : -7.34%
- 3 Years : 11.91%
