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 | -4.35 | -0.87 | 4.38 |
| 6M | 3.33 | 4.37 | 21.86 |
| 1Y | -4.86 | 4.47 | 36.07 |
| 3Y | 12.37 | 14.57 | 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 |
|---|---|---|---|
| Invesco India ELSS Tax Saver Fund Growth | 1 | 2,764 CR | 2.27 |
| 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 FundInvesco India ELSS Tax Saver Fund Growth | -1.6227 | 38.5358 |
| This FundHDFC ELSS - Tax Saver Fund Growth | -7.881 | 39.2818 |
| This FundSBI ELSS Tax Saver Fund Growth | -4.8604 | 41.8775 |
SBI ELSS Tax Saver Fund Growth FAQs
- 1 Month : -4.35%
- 6 Months : 3.33%
- 1 Year : -4.86%
- 3 Years : 12.37%
Daily Research Calls
₹0 AMC for First Year
Dedicated RM Support
