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SBI Tax Advantage Fund Series III Regular Growth-1.96%

30.81%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
5Y
All

Fund Details

SBI Tax Advantage Fund Series III Regular Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio1.37%
NAV₹38.53 (27 Jan 2021)
Fund Started28 Mar 2014
Fund Size26 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
30.8%
14.7%
20.2%
17.1%
Category Average
16.4%
2.2%
16.2%
-
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 30.8% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Divi's Laboratories Ltd.HealthcareEquity6.0%
HDFC Bank Ltd.FinancialEquity5.6%
Hawkins Cookers Ltd.Cons DurableEquity5.5%
JK Cement LtdConstructionEquity5.2%
Bajaj Finance Ltd.FinancialEquity4.8%
Muthoot Finance Ltd.FinancialEquity4.7%
Garware Technical Fibres Ltd.TextilesEquity4.5%
Ratnamani Metals & Tubes Ltd.MetalsEquity4.3%
State Bank of IndiaFinancialEquity4.3%
MM Forgings Ltd.MetalsEquity4.1%
See All

Fund Managers

SBI Tax Advantage Fund Series III Regular Growth Details

SBI Tax Advantage Fund Series III Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹26 Cr and the Latest NAV as of 27 Jan 2021 is ₹38.53.

The SBI Tax Advantage Fund Series III Regular 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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