SBI ELSS Tax Saver Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 1.55 | 14.9 | 14.95 | 13.57 |
| Average Rolling Returns(%) | 18.21 | 15.92 | 15.37 | 13.49 |
The Current NAV of SBI ELSS Tax Saver Fund - Regular Plan - Growth is ₹420.82.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
SBI ELSS Tax Saver Fund - Regular Plan - Growth fund’s expense ratio is 1.34%
The process for redemption is
The AUM of SBI ELSS Tax Saver Fund - Regular Plan - Growth is currently ₹31,735 Crores.
The Top three stocks are ICICI Bank, Kotak Mahindra Bank and HDFC Bank and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 40% of fund’s portfolio respectively.
Top three sectors of SBI ELSS Tax Saver Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 59% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - ELSS - Tax Saver Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI ELSS Tax Saver Fund - Regular Plan - Growth Fund is Equity - ELSS - Tax Saver Fund.
Milind Agrawal manages the SBI ELSS Tax Saver Fund - Regular Plan - Growth Fund.
SBI ELSS Tax Saver Fund - Regular Plan - Growth current PE ratio is 33.61 and PB ratio is 5.75
The asset allocation of SBI ELSS Tax Saver Fund - Regular Plan - Growth is Stocks : 96.94%, Debt : 3.05% and Gold : 0%
The minimum SIP amount for SBI ELSS Tax Saver Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for SBI ELSS Tax Saver Fund - Regular Plan - Growth is Nil
|
Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
|
Logo:
|
|
|
Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
|
Brand Logo:
|
 |
|
SEBI Registration Number:
|
INA000013323 Validity – May 16, 2019 – Perpetual |
|
Registration:
|
Non-Individual |
|
BSE Enlistment No:
|
1187 |
|
Address:
|
B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
|
Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
|
Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
|
Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
|
Standard Warning:
|
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
|
|
Disclaimer:
|
Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
|
