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SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH

SBI · ELSS
High
₹436.68
Current NAV
25 Jun 2026
19.0%
1Y Return
18.0%
3Y CAGR
20.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.40).
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.3%) which can affect compounding over long horizons.
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
1.40
Sharpe Ratio
0.70
Beta
-1.10
Alpha
1.54
Sortino
Fund Details
Fund House SBI
Category ELSS
AUM ₹2950 Cr
Expense Ratio 2.30%
Min SIP ₹500
Min Lumpsum ₹1000
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