SBI Tax Advantage Fund Series III Direct Growth-0.73%

24.51%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
5Y
All

Fund Details

SBI Tax Advantage Fund Series III Direct Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio0.88%
NAV34.35 (28 Oct 2020)
Fund Started28 Mar 2014
Fund Size23 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Tax Advantage Fund Series III Direct Growth
24.5%
14.9%
15.9%
20.6%
Category Average
4.0%
-1.8%
10.2%
-
Rank within category
1
1
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 24.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Happiest Minds Technologies Ltd.TechnologyEquity6.8%
    HDFC Bank Ltd.FinancialEquity6.5%
    Divi's Laboratories Ltd.HealthcareEquity5.8%
    Hawkins Cookers Ltd.Cons DurableEquity5.3%
    Muthoot Finance Ltd.FinancialEquity4.9%
    Garware Technical Fibres Ltd.TextilesEquity4.7%
    Fine Organic Industries Ltd.ChemicalsEquity4.6%
    JK Cement LtdConstructionEquity4.5%
    Rossari Biotech Ltd.ChemicalsEquity4.5%
    MM Forgings Ltd.MetalsEquity4.0%
    See All

    Fund Managers

    SBI Tax Advantage Fund Series III Direct Growth Details

    SBI Tax Advantage Fund Series III Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 28 Mar 2014. Rama Iyer Srinivasan, Nidhi Chawla is the Current Fund Manager of SBI Tax Advantage Fund Series III Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹23 Cr and the Latest NAV as of 28 Oct 2020 is ₹34.35.

    The SBI Tax Advantage Fund Series III Direct Growth is rated High risk.

    Investment Objective

    The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

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