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Enter a Single character of a Scheme :
23 Sep 2026 | 16:09 IST
SBI ELSS Tax Saver Fund (G)
Summary Info
Fund Name : SBI Mutual Fund
Scheme Name : SBI ELSS Tax Saver Fund (G)
AMC : SBI Mutual Fund
Type : OPEN
Category : Equity - Tax Planning
Launch Date : 07-May-07
Fund Manager : Dinesh Balachandran
Net Assets:(Rs. cr) 31734.62
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 0.82 -3.48 -4.30 3.13 -4.70 12.74 13.83 12.18
Category Avg 1.66 -2.50 -0.48 10.87 -0.07 11.62 11.34 13.96
Category Best 3.61 1.30 5.77 22.44 9.65 22.05 17.49 22.07
Category Worst 0.78 -5.09 -4.30 0.22 -11.06 3.86 4.67 7.39
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0372 4.4161 0.6458 8.4414 -0.0119
Holdings Date :31-Aug-26
Company Name% Hold
ICICI Bank 7.79
Kotak Mah. Bank 6.70
HDFC Bank 6.27
Reliance Industr 3.93
Adani Enterp. 3.09
Larsen & Toubro 2.89
Bajaj Finance 2.88
Torrent Power 2.15
Cipla 2.11
FSN E-Commerce 1.98
Tech Mahindra 1.94
AIA Engineering 1.88
Bharti Airtel 1.75
HDFC Life Insur. 1.74
Sun Pharma.Inds. 1.70
Cholaman.Inv.&Fn 1.52
Hindalco Inds. 1.47
Axis Bank 1.43
Asian Paints 1.33
Maruti Suzuki 1.28
Britannia Inds. 1.22
Grindwell Norton 1.20
Tata Motors 1.19
Muthoot Finance 1.18
ICICI Pru Life 1.13
TVS Holdings 1.12
Samvardh. Mothe. 1.08
SBI 1.04
M & M 1.03
Mahindra Life. 1.03
TCS 1.02
Adani Energy Sol 1.01
Bharat Forge 0.97
GAIL (India) 0.96
Infosys 0.95
Manappuram Fin. 0.94
O N G C 0.88
Tata Comm 0.87
Delhivery 0.87
Medplus Health 0.86
Tata Steel 0.86
Sheela Foam 0.84
Aurobindo Pharma 0.81
One 97 0.81
Sundaram Clayton 0.79
JSW Energy 0.73
Bosch 0.70
Dhoot Transmissi 0.64
Navin Fluo.Intl. 0.63
Cummins India 0.62
Bandhan Bank 0.62
Eicher Motors 0.59
Godrej Consumer 0.57
Bank of Baroda 0.56
360 ONE 0.56
Biocon 0.53
Kajaria Ceramics 0.52
Hexaware Tech. 0.51
United Breweries 0.50
Fortis Health. 0.50
Berger Paints 0.50
Chola Financial 0.49
Equitas Sma. Fin 0.49
Shree Cement 0.47
Jubilant Food. 0.47
Karur Vysya Bank 0.46
JSW Cement 0.46
Lupin 0.45
Balkrishna Inds 0.41
Niva Bupa Health 0.41
Heidelberg Cem. 0.38
Pitti Engg. 0.38
Astral 0.38
Krishna Institu. 0.32
Gujarat Energy 0.28
AAVAS Financiers 0.26
South Ind.Bank 0.25
Timken India 0.16
Sundaram Finance 0.15
Deepak Fertilis. 0.12
Thermax 0.12
Solar Industries 0.08
PB Fintech. 0.08
GSPL Transmissio 0.06
Rallis India 0.03
Tata Capital 0.01
Angel One 0.00
Manpasand Bever. 0.00
TBILL-364D 0.12
TREPS 2.31
Net CA & Others 0.63
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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