Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | SBI ELSS Tax Saver FUND -GROWTH SBI Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 5.8/10 · Average |
| Fund house | SBI Mutual Fund |
| Category | Equity Scheme - ELSS · elss |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹28.4K Cr |
| Performance returns | |
| 1Y return | +2.35% |
| 3Y return (CAGR) | +22.04% |
| 5Y return (CAGR) | +19.65% |
| 10Y return (CAGR) | +15.39% |
| Category avg 1Y | +2.15% |
| SIP returns | |
| SIP 1Y | -2.77% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 12.79% |
| Sharpe ratio (1Y) | -0.32 |
| Sharpe ratio (3Y) | 1.21 |
| Sortino ratio (1Y) | -0.31 |
| Max drawdown (1Y) | -14.28% |
| Category rank (1Y) | #6 of 12 |
| Quartile (1Y) | Q2 |
| Portfolio | |
| NAV | ₹433.6 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | 80C eligible · LTCG 12.5% above ₹1.25L |
| Lock-in period | 3 years |