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
₹31,839 Cr
3 Years
1.75
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 | 2.01 | 0.47 | 4.38 |
| 6M | -1.32 | 2.41 | 20.20 |
| 1Y | -0.91 | 4.80 | 36.07 |
| 3Y | 16.77 | 15.38 | 97.35 |
Portfolio Analysis
- Equity: 97.42%
- Debt: 2.58%
- 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 ₹31,839 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.75. 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 |
|---|---|---|---|
| ITI ELSS Tax Saver Fund Growth | 2 | 452 CR | 2.6 |
| HSBC Tax Saver Equity Fund Growth | 0 | 243 CR | 2.5 |
| SBI ELSS Tax Saver Fund Growth | 4 | 31,839 CR | 1.75 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundITI ELSS Tax Saver Fund Growth | 0.6337 | 57.905 |
| This FundHSBC Tax Saver Equity Fund Growth | 0.8856 | 59.1682 |
| This FundSBI ELSS Tax Saver Fund Growth | -0.9099 | 59.2068 |
SBI ELSS Tax Saver Fund Growth FAQs
- 1 Month : 2.01%
- 6 Months : -1.32%
- 1 Year : -0.91%
- 3 Years : 16.77%
