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SBI ELSS Tax Saver Fund (IDCW) Equity - Tax Planning

INVEST

Plan: OPEN | Option: Dividend | Dinesh Balachandran

27 Jan 26 | 12:00 AM

88.34 0.33 (0.37%)

  • Outperforms

    8.33%

    Return (1Y)

    beaten BSE 500 TRI by 2.37%

  • More Volatile

    6.39%

    Standard Deviation (1Y)

    Higher Equity - Tax Planning by 3.65%

  • Inconsistent

    1/2

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year SBI ELSS Tax Saver Fund (IDCW), has underperformed by 2.37% (CAGR difference)

8.33%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

29 Jan 2025

Risk

In last 1 year , the volatility of SBI ELSS Tax Saver Fund (IDCW) is Higher than by 3.65%

6.39%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 2 Months, i.e 50% of the times It underperformed its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

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