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SBI Tax Advantage Fund Series III Regular Dividend+0.99%

41.29%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
5Y
All

Fund Details

SBI Tax Advantage Fund Series III Regular Dividend

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.37%
NAV₹33.99 (24 Feb 2021)
Fund Started28 Mar 2014
Fund Size25 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
41.3%
22.0%
25.4%
-5.3%
Category Average
24.2%
6.9%
19.5%
-
Rank Within Category
1
1
2
-
*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 41.3% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
JK Cement LtdConstructionEquity6.1%
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Garware Technical Fibres Ltd.TextilesEquity4.6%
State Bank of IndiaFinancialEquity4.6%
Bharti Airtel Ltd.CommunicationEquity4.5%
Muthoot Finance Ltd.FinancialEquity4.5%
Rajratan Global Wire Ltd.AutomobileEquity4.5%
See All

Fund Managers

SBI Tax Advantage Fund Series III Regular Dividend Details

SBI Tax Advantage Fund Series III Regular Dividend 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹25 Cr and the Latest NAV as of 24 Feb 2021 is ₹33.99.

The SBI Tax Advantage Fund Series III Regular Dividend is rated Very High risk.

Investment Objective

The scheme endeavours 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

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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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