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SBI Tax Advantage Fund Series I Growth+0.07%

0.00%
1 Year Return
Equity
ELSS
3.0star
3Y Lock inlock
6M

Fund Details

SBI Tax Advantage Fund Series I Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio0.79%
NAV₹29.38 (02 Apr 2018)
Fund Started31 Mar 2008
Fund Size431 Cr

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.8%
Reliance Industries Ltd.EnergyEquity6.1%
PI Industries Ltd.ChemicalsEquity6.0%
Housing Development Finance Corpn. Ltd.FinancialEquity5.8%
ICICI Bank Ltd.FinancialEquity5.4%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity5.3%
State Bank of IndiaFinancialEquity4.6%
Infosys Ltd.TechnologyEquity4.5%
Bharti Airtel Ltd.CommunicationEquity4.2%
Tata Consultancy Services Ltd.TechnologyEquity3.8%
See All

Fund Managers

SBI Tax Advantage Fund Series I Growth Details

SBI Tax Advantage Fund Series I Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 31 Mar 2008. Rama Iyer Srinivasan, Nidhi Chawla is the Current Fund Manager of SBI Tax Advantage Fund Series I Growth fund.The fund currently has an Asset Under Management(AUM) of ₹431 Cr and the Latest NAV as of 02 Apr 2018 is ₹29.38.

The SBI Tax Advantage Fund Series I Growth is rated High risk.

Investment Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equities of companies across large, mid and small market capitalization along with income tax benefit.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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