71
ELSS (Tax Saver)Buy
SBI ELSS Tax Saver
SBI · Direct–Growth · rank #7 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-6.0%
-1.3% vs index
3 Years
12.7%
+3.3% vs index
5 Years
13.1%
+5.2% vs index
Since launch
14.7%
Year-by-year performance
2021
+31.9%+1.2% vs index
2022
+7.6%+3.8% vs index
2023
+41.0%+14.5% vs index
2024
+28.6%+13.0% vs index
2025
+7.3%-0.4% vs index
2026
-8.6%-2.6% vs index
Why this score
SBI ELSS Tax Saver scores 71/100 — #7 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and 3y return — beating 93% of peers on 5y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return13.09% · 93rd percentile in category
3Y return12.66% · 77th percentile in category
Fund size30026.63 Cr · 96th percentile in category
Sortino ratio0.64 · 88th percentile in category
Sharpe ratio0.47 · 74th percentile in category
Alpha2.19 · 77th percentile in category
Top holdings
1.Kotak Mahindra Bank Ltd6.76%
2.ICICI Bank Ltd6.45%
3.HDFC Bank Ltd5.92%
4.Reliance Industries Ltd4.65%
5.Adani Enterprises Ltd2.93%
88 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.