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
₹31,094 Cr
3 Years
1.62
Nil.
BSE 500 Total Return
Summary
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 | -0.93 | 4.38 |
| 6M | -5.71 | 1.01 | 20.20 |
| 1Y | -2.00 | 4.20 | 36.07 |
| 3Y | 19.47 | 13.92 | 97.35 |
Portfolio Analysis
- Equity: 96.05%
- Debt: 3.95%
- 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 ₹31,094 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.62. 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 |
|---|---|---|---|
| Quant ELSS Tax Saver Fund Growth | 3 | 12505.69 CR | 1.8 |
| SBI ELSS Tax Saver Fund Growth | 4 | 31093.9 CR | 1.62 |
| Motilal Oswal ELSS Tax Saver Fund Growth | 4 | 4658.52 CR | 1.99 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuant ELSS Tax Saver Fund Growth | 7.0434 | 63.1514 |
| This FundSBI ELSS Tax Saver Fund Growth | -2.0017 | 70.5268 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 3.8747 | 84.7507 |
SBI ELSS Tax Saver Fund Growth FAQs
- 1 Month : -2.01%
- 6 Months : -5.71%
- 1 Year : -2.00%
- 3 Years : 19.47%
