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Scheme code Clear all
SBI ELSS Tax Saver Fund - Direct Plan - Growth
categoryELSS
benchmarkBSE 500
history from2013-01-02
rating (overall)โ˜…โ˜…โ˜…โ˜…โ˜†
3y / 5y / 10y stars4 / 4 / 3
return 1Y-1.10%
return 3Y14.78%
return 5Y13.88%
return 10Y14.70%
vs benchmark 1Y-1.53%
vs benchmark 3Y3.63%
vs benchmark 5Y-
3y volatility 15.54%
3y worst fall -15.85%
3y Sharpe 0.50
3y Sortino 0.75
3y alpha 3.68%
3y beta 0.97
3y information ratio 0.91
3y up / down capture112 / 94
3y risk-adj. rank in category18th of 36

Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.