SBI ELSS Tax Saver Fund Direct growth

Equity • ELSS (Tax Savings) • Direct growth

Credit Rating
Tax benefits
80C tax exemptions

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

ELSS (Tax Savings)

Direct growth

Launched On
01 Jan 2013
12.8 years ago
Lock-in Period
3 years
NAV
as of 09 Oct 2025
₹473.04
+0.657% (3.10)
AUM
₹30,420 Cr
Expense ratio
0.95%
Benchmark
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

Distribution

Asset split
Market capital
Equity93.52%
Cash6.48%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

30.71%
Basic Materials

Basic Materials

11.55%
Consumer Cyclical

Consumer Cyclical

10.96%
Energy

Energy

9.50%
Industrials

Industrials

8.03%

Fund House

SBI

SBI

Inc: 01 Jan 1991 • Total AUM: ₹7,96,521 Cr • Rank #1
SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.

Fund Managers

Dinesh Balachandran

Experience: 9.07 yrs • Total AUM: 9,59,569 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.