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
₹30,027 Cr
3 Years
1.87
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 | -3.80 | -1.33 | 4.38 |
| 6M | -7.03 | 0.91 | 15.79 |
| 1Y | -9.49 | 2.99 | 36.07 |
| 3Y | 11.41 | 12.13 | 82.93 |
Portfolio Analysis
- Equity: 95.51%
- Debt: 4.49%
- 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 ₹30,027 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.87. 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 | 15,569 CR | 1.81 |
| ITI ELSS Tax Saver Fund Growth | 2 | 444 CR | 2.57 |
| SBI ELSS Tax Saver Fund Growth | 4 | 30,026 CR | 1.87 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP ELSS Tax Saver Fund Growth | -7.5735 | 36.6624 |
| This FundITI ELSS Tax Saver Fund Growth | -6.7132 | 37.7945 |
| This FundSBI ELSS Tax Saver Fund Growth | -9.4887 | 38.2784 |
SBI ELSS Tax Saver Fund Growth FAQs
- 1 Month : -3.80%
- 6 Months : -7.03%
- 1 Year : -9.49%
- 3 Years : 11.41%
