SBI Tax Advantage Fund Series I Growth+0.07%

3Groww
0.00%
1 Year Return
Equity
ELSS
3.0 star
6M

Fund Details

SBI Tax Advantage Fund Series I Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio0.79%
NAV29.38 (02 Apr 2018)
Fund Started31 Mar 2008
Fund Size431 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Tax Advantage Fund Series I Growth
NA
NA
NA
NA
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 5.1% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    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

    Other Details

    SBI Tax Advantage Fund Series I Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 31 Mar 2008. Rama Iyer Srinivasan, Nidhi Chawla is the Current Fund Manager of SBI Tax Advantage Fund Series I Growth.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. Minimum SIP Investment is 0. Nil.

    Investment Objective

    The scheme endeavours 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
    28 Jun 1987
    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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