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SBI Tax Advantage Fund Series III Regular IDCW-0.89%

83.97%
1 Year Return
Equity
ELSS
6M
1Y
3Y
5Y
All

Fund Details

SBI Tax Advantage Fund Series III Regular IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.37%
NAV₹35.96 (12 May 2021)
Fund Started28 Mar 2014
Fund Size26 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
84.0%
23.7%
22.9%
-5.3%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
10
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 84.0% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Rajratan Global Wire Ltd.AutomobileEquity6.1%
JK Cement LtdConstructionEquity6.0%
HDFC Bank Ltd.FinancialEquity5.8%
Divi's Laboratories Ltd.HealthcareEquity5.7%
Ratnamani Metals & Tubes Ltd.MetalsEquity5.2%
Garware Technical Fibres Ltd.TextilesEquity5.1%
Hawkins Cookers Ltd.Cons DurableEquity5.0%
MM Forgings Ltd.MetalsEquity4.8%
Muthoot Finance Ltd.FinancialEquity4.7%
Bajaj Finance Ltd.FinancialEquity4.6%
See All

Fund Managers

SBI Tax Advantage Fund Series III Regular IDCW Details

SBI Tax Advantage Fund Series III Regular IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹26 Cr and the Latest NAV as of 12 May 2021 is ₹35.96.

The SBI Tax Advantage Fund Series III Regular IDCW 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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