EquityELSSDirect · Growth
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH
SBI · Scheme 119723
₹471.39▼ 0.46%NAV · 2026-09-18
Decent FundScore
AUM
₹32,300 cr
Expense ratio
1.26%
3Y CAGR
16.4%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Dinesh BalachandranExit load: Nil
Decent · 62/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Strong long-term record — 16.3% CAGR over 5 years.
- ✓Compounding well recently — 16.4% CAGR over 3 years.
- ✓3Y CAGR: +16.4%
- ✓Positive 3Y windows: 96% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +0.6%
- •1Y return vs category: -2.3% vs category avg
FundScore breakdown
62/100 · Decent
Returns
Decent
Consistency
Decent
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.