SBI ELSS Tax Saver Fund Direct Growth

Scheme code: INF200K01UM9 NAV value: ₹ 439.9466 NAV date: 19 March, 2026 TER: 0.94%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-33.13	94.59	12.01	19.49	12.77
3 year	-8.17	35.69	17.54	16.50	16.85
5 year	-3.13	34.93	14.43	15.49	15.91
7 year	6.79	20.66	13.80	14.50	14.19
10 year	13.20	18.78	16.00	16.04	14.89
12 year	15.87	19.11	17.56	17.61	15.79

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.49
3 year	6.28	30.95	15.04	16.5
5 year	8.38	26.02	14.22	15.49
7 year	10.18	15.62	12.93	14.5
10 year	11.42	12.93	12.18	16.04
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.49
3 year	6.56	19.64	13.57	16.5
5 year	9.22	12.29	10.75	15.49

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.49
3 year	7.68	21.49	15.06	16.5
5 year	10.37	13.5	11.93	15.49

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.49
3 year	8.04	32.03	17.81	16.5
5 year	8.18	28.64	15.34	15.49
7 year	10.64	16.42	13.77	14.5
10 year	12.56	14.06	13.31	16.04

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,789 - Absolute Returns: ₹93,789 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,70,894 - Absolute Returns: ₹9,70,894 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,02,911 - Absolute Returns: ₹30,02,911 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,47,60,235 - Absolute Returns: ₹63,60,235 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,08,52,810 - Absolute Returns: ₹1,88,52,810 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,42,07,237 - Absolute Returns: ₹2,98,07,237 - CAGR: %

Drawdown Metrics

Max Drawdown

-38.20 %

Drawdown Duration

26 months

Recovery Time

8 months

Avg Drawdown

-5.16 %

Calmar Ratio by Duration

1 Y

0.5102

3 Y

0.432

5 Y

0.4055

7 Y

0.3796

10 Y

0.4199

12 Y

0.461

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.82	0.92	95.0	93.3	5.01 %	4.00 %
3 years	11.01	0.91	98.2	83.4	21.88 %	11.28 %
5 years	8.93	0.90	94.5	83.5	18.08 %	9.44 %
7 years	6.89	0.87	92.1	84.8	17.08 %	10.74 %
10 years	4.32	0.89	93.3	88.2	15.75 %	12.06 %
12 years	3.38	0.89	93.3	88.2	12.98 %	10.00 %
15 years	2.50	0.89	93.3	88.2	10.26 %	7.92 %