71
ELSS (Tax Saver)Buy
SBI ELSS Tax Saver
SBI · Direct–Growth · rank #6 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-4.5%
-2.4% vs index
3 Years
13.1%
+3.2% vs index
5 Years
14.6%
+5.1% vs index
Since launch
14.9%
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
-6.8%-3.2% vs index
Why this score
SBI ELSS Tax Saver scores 71/100 — #6 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and 3y return — beating 93% of peers on 5y return. The main drag is its expense ratio (better than only 28% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return14.62% · 93rd percentile in category
3Y return13.06% · 77th percentile in category
Fund size31734.62 Cr · 96th percentile in category
Sharpe ratio0.69 · 80th percentile in category
Sortino ratio0.68 · 83rd percentile in category
Expense ratio1.26% · 28th percentile in category
Top holdings
1.ICICI Bank Ltd7.79%
2.Kotak Mahindra Bank Ltd6.7%
3.HDFC Bank Ltd6.27%
4.Reliance Industries Ltd3.93%
5.Adani Enterprises Ltd3.09%
87 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.