SBI Tax Advantage Fund Series II Growth+1.12%

21.21%
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%
NAV46.95 (19 Oct 2020)
Fund Started29 Mar 2012
Fund Size29 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Tax Advantage Fund Series II Growth
21.2%
10.8%
15.3%
19.8%
Category Average
5.6%
-1.2%
10.0%
-
Rank within category
2
2
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 21.2% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Route Mobile Ltd.TechnologyEquity6.6%
    HDFC Bank Ltd.FinancialEquity6.4%
    Divi's Laboratories Ltd.HealthcareEquity6.1%
    Fine Organic Industries Ltd.ChemicalsEquity5.5%
    Hatsun Agro Products Ltd.FMCGEquity5.5%
    Hawkins Cookers Ltd.Cons DurableEquity5.4%
    JK Cement LtdConstructionEquity5.3%
    Neogen Chemicals Ltd.ChemicalsEquity4.5%
    Muthoot Finance Ltd.FinancialEquity4.4%
    Rajratan Global Wire Ltd.AutomobileEquity4.4%
    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 ₹29 Cr and the Latest NAV as of 19 Oct 2020 is ₹46.95.

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

    Tax Implications

    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
    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,
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