SBI Tax Advantage Fund Series III Direct Growth

Equity
ELSS
Very High Risk
10Y Lock In
22.24%
3Y annualised
+0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Feb 2024₹79.76
Min. SIP amountNot Supported
RatingNA
Fund size₹33.59Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.0%22.2%29.0%23.3%
Category average41.4%25.4%22.8%NA
Rank with in category17142NA
Understand terms

Holdings (12)

NameSectorInstrumentAssets
CommunicationEquity6.97%
FinancialEquity6.43%
FinancialEquity6.29%
FinancialEquity6.23%
HealthcareEquity5.14%
EnergyEquity5.01%
TechnologyEquity4.94%
FinancialEquity4.35%
FinancialEquity4.09%
FinancialEquity3.50%
See All

Expense ratio, exit load and tax

Expense ratio: 1.02%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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