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SBI Elss Tax Saver Fund - Regular Plan- Growth

SBI Elss Tax Saver Fund - Regular Plan- Growth

equity elss
RATED BY VALUE RESEARCH 5
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About SBI Elss Tax Saver Fund - Regular Plan- Growth

The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.

About This Fund

Category :
Opening Date :
Closing Date :
Listing Date :
Fund Type :
Opening NAV :
equity | elss
Not available
Not available
Not available
NAV ₹ 445.05 14 Jan. 2026
5 Yr Annualized return Arrow Image 19.79%
  • 1Yr7.97 %
  • 3Yr22.92 %
  • 5Yr 19.79 %
  • Max 16.72 %

Past performance as on 14/01/2026

Tenure Fund return Category average Category rank
1 Year 7.97 6.51% 14
3 Years 22.92 16.14% 1
5 Years 19.79 14.99% 2
10 Years 15.61 14.41% 7

What the table depicts?

The table depicts year-on-year returns delivered by this fund. The category average column depicts the average returns of all the funds in this category, and the last column shows how this particular fund has ranked within the category.

 

One of the fundamental rules for choosing mutual funds is to choose a fund with a proven track record. Advisors and distributors base their fund recommendations mainly on historical performance while evaluating track record.

Minimum investment amount

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It is the smallest value amount for which an investor can purchase a mutual fund. It can vary for each mutual fund. 

Min. SIP amount

₹ 500.0

Min. lumpsum amount

₹ 500.0

Min. additional investment amount

₹ 500.0

Flexible investment options

There are multiple ways to invest in mutual funds. Here is an illustration of the two of the most popular options for your convenience: 

 

1: Shivani chooses to start an SIP of Rs. 5,000 with Bajaj Finserv. Every month she invests Rs. 5,000 on a date chosen by her. 

 

2: Rahul chooses to invest a lumpsum amount of Rs 1,00,000.

Key features of the SBI Elss Tax Saver Fund - Regular Plan- Growth

About mutual fund

Scheme details

Category

equity: elss

Launch date

19 July, 2010

Fund type

Open End

Lock in period

NA

Additional details

AUM

₹ 32608.80 Cr
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Assets Under Management (AUM) is the total market value of the investments that the fund manages on behalf of the unitholders. 

Benchmark index

BSE 500 TRI
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It is an unmanaged group of securities which are considered as a 'benchmark' to measure a fund's/stock's performance.

Portfolio turnover

16%
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It is an indicator of how quickly fund managers buy and sell the specific assets and securities within the fund in a specified period. 

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SBI PSU Fund - Regular Plan -Growth

equity thematic-psu VERY HIGH
Value Research Rating:
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