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
₹32,300 Cr
3 Years
1.83
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 | -3.57 | -0.44 | 4.78 |
| 6M | -2.45 | 1.89 | 21.15 |
| 1Y | -1.01 | 4.05 | 36.07 |
| 3Y | 14.31 | 10.81 | 86.13 |
Portfolio Analysis
- Equity: 95.70%
- Debt: 4.30%
- 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 ₹32,300 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.83. 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 |
|---|---|---|---|
| HDFC ELSS - Tax Saver Fund Growth | 5 | 16,095 CR | 1.74 |
| Aditya Birla Sun Life Tax Plan Growth | 1 | 314 CR | 1.55 |
| SBI ELSS Tax Saver Fund Growth | 4 | 32,300 CR | 1.83 |
| Motilal Oswal ELSS Tax Saver Fund Growth | 4 | 4,783 CR | 2.12 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC ELSS - Tax Saver Fund Growth | -2.9158 | 45.4592 |
| This FundAditya Birla Sun Life Tax Plan Growth | -4.1574 | 48.9182 |
| This FundSBI ELSS Tax Saver Fund Growth | -1.005 | 49.3517 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 12.583 | 79.6283 |
SBI ELSS Tax Saver Fund Growth FAQs
- 1 Month : -3.57%
- 6 Months : -2.45%
- 1 Year : -1.01%
- 3 Years : 14.31%
