SBI Tax Advantage Fund Series III Direct Growth

Equity
Tax Planning
Very High Risk
10Y Lock In
22.25%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Apr 2024₹79.83
Min. SIP amountNot Supported
RatingNA
Fund size₹33.26Cr

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 Tax Planning
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.0%22.3%27.4%23.1%
Category average27.0%19.5%25.7%NA
Rank with in category17141NA
Understand terms

Holdings (12)

NameSectorInstrumentAssets
FinancialEquity7.42%
CommunicationEquity6.76%
FinancialEquity6.64%
FinancialEquity5.88%
EnergyEquity5.18%
TechnologyEquity5.03%
HealthcareEquity4.93%
FinancialEquity4.22%
FinancialEquity3.91%
FinancialEquity3.56%
TextilesEquity2.92%
ChemicalsEquity2.41%
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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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