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ELSS Tax Saver

SBI ELSS Tax Saver Fund · Direct · Growth

SBI Mutual Fund

NAV

₹469.4218

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+0.16%
3Y
+18.69%
5Y
+17.49%
Since Inception
+15.46%

SIP returns (XIRR)

1Y
-0.16%
3Y
+8.86%
5Y
+15.63%
Since Inception
+15.85%

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategoryELSS Tax Saver
Launch Date02 Jan 2013
AMFI Code119723
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH

Holding% NAV
  1. 1Icici Bank Ltd.8.95%
  2. 2Reliance Industries Ltd.5.19%
  3. 3Kotak Mahindra Bank Ltd.4.90%
  4. 4Tata Steel Ltd.4.17%
  5. 5Axis Bank Ltd.4.07%
  6. 6Treps4.00%
  7. 7Hdfc Bank Ltd.3.99%
  8. 8State Bank Of India3.83%
  9. 9Torrent Power Ltd.3.13%
  10. 10Larsen & Toubro Ltd.2.93%
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Investment Objective

SBI ELSS Tax Saver Fund · Direct · Growth is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.

About This Fund

SBI ELSS Tax Saver Fund · Direct · Growth is a ELSS Tax Saver mutual fund offered by SBI Mutual Fund. The fund has been operational for over 13 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Salaried individuals and taxpayers seeking to save tax under Section 80C
  • SIP investors who can benefit from rupee cost averaging during market fluctuations