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SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH

SBI · ELSS
High
₹474.73
Current NAV
25 Jun 2026
21.3%
1Y Return
10.3%
3Y CAGR
11.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.23%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.13).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.63
Sharpe Ratio
1.13
Beta
6.13
Alpha
0.77
Sortino
Fund Details
Fund House SBI
Category ELSS
AUM ₹9180 Cr
Expense Ratio 0.23%
Min SIP ₹500
Min Lumpsum ₹1000
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