76
ELSS (Tax Saver)Buy
SBI ELSS Tax Saver
SBI · Direct–Growth · rank #3 of 38 by Smart Score
Data updated
Trailing returns
1 Year
0.2%
-2.8% vs index
3 Years
15.0%
+3.4% vs index
5 Years
15.3%
+4.9% vs index
Since launch
15.1%
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
-5.4%-3.3% vs index
Why this score
SBI ELSS Tax Saver scores 76/100 — #3 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 return15.26% · 93rd percentile in category
3Y return14.99% · 80th percentile in category
Sharpe ratio0.88 · 99th percentile in category
Fund size32300.09 Cr · 96th percentile in category
Alpha4.81 · 96th percentile in category
Sortino ratio0.86 · 90th percentile in category
Top holdings
1.ICICI Bank Ltd8.44%
2.HDFC Bank Ltd7.9%
3.Kotak Mahindra Bank Ltd5.52%
4.Reliance Industries Ltd3.96%
5.Adani Enterprises Ltd3.2%
80 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.