Home>Mutual Funds>SBI Mutual Fund>SBI Tax Advantage Fund Series II Growth
shareSHARE

SBI Tax Advantage Fund Series II Growth-0.39%

35.26%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
5Y
All

Fund Details

SBI Tax Advantage Fund Series II Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.46%
NAV₹56.18 (21 Jan 2021)
Fund Started29 Mar 2012
Fund Size33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
35.3%
13.4%
22.2%
14.8%
Category Average
20.5%
2.9%
17.3%
-
Rank Within Category
2
2
1
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 35.3% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Hatsun Agro Products Ltd.FMCGEquity5.9%
Divi's Laboratories Ltd.HealthcareEquity5.8%
HDFC Bank Ltd.FinancialEquity5.7%
Hawkins Cookers Ltd.Cons DurableEquity5.3%
Rajratan Global Wire Ltd.AutomobileEquity5.3%
Bajaj Finance Ltd.FinancialEquity4.8%
JK Cement LtdConstructionEquity4.6%
Fine Organic Industries Ltd.ChemicalsEquity4.5%
Neogen Chemicals Ltd.ChemicalsEquity4.2%
MM Forgings Ltd.MetalsEquity4.2%
See All

Fund Managers

SBI Tax Advantage Fund Series II Growth Details

SBI Tax Advantage Fund Series II Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Mar 2012. Rama Iyer Srinivasan, Nidhi Chawla is the Current Fund Manager of SBI Tax Advantage Fund Series II Growth fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 21 Jan 2021 is ₹56.18.

The SBI Tax Advantage Fund Series II Growth is rated Moderately 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.

Scheme Information Document(SID)

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

Compare Funds

SBI Tax Advantage Fund Series II Growth
VS
search

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
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Similar Funds