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SBI Tax Advantage Fund Series III Regular Growth

Equity
ELSS
Very High Risk
10Y Lock In
28.69%
3Y annualised
+0.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jun 2022₹55.21
Min. SIP amountNA
RatingNA
Fund size₹29.33Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.1%28.7%21.4%23.0%
Category average75.7%16.1%16.6%NA
Rank with in category1121NA
Understand terms

Holdings (23)

NameSectorInstrumentAssets
Rajratan Global Wire Ltd.Metals & MiningEquity8.7%
Ratnamani Metals & Tubes Ltd.Metals & MiningEquity5.4%
Reliance Industries Ltd.EnergyEquity5.4%
Divi's Laboratories Ltd.HealthcareEquity5.0%
Fine Organic Industries Ltd.ChemicalsEquity4.8%
Bharti Airtel Ltd.CommunicationEquity4.8%
HDFC Bank Ltd.FinancialEquity4.5%
AIA Engineering Ltd.Metals & MiningEquity4.4%
Hawkins Cookers Ltd.Consumer DiscretionaryEquity4.1%
Procter & Gamble Hygiene & Health Care Ltd.Consumer StaplesEquity4.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.38%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

R. Srinivasan
Sep 2016 - Present
View details

Education
Mr. Srinivasan is M.Com and MFM.
Experience
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
Also manages these schemes

Nidhi Chawla
Nov 2017 - Present
View details

Education
Ms. Chawla holds BBS degree and has also done MBE and CFA.
Experience
She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.
Also manages these schemes

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
Website
NA
Amc Image
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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FAQs

How to Invest in SBI Tax Advantage Fund Series III Regular Growth?

You can easily invest in SBI Tax Advantage Fund Series III Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for SBI Tax Advantage Fund Series III Regular Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in SBI Tax Advantage Fund Series III Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does SBI Tax Advantage Fund Series III Regular Growth provide?

The SBI Tax Advantage Fund Series III Regular Growth has been there from 28 Mar 2014 and the average annual returns provided by this fund is 10.08% since its inception.

How much expense ratio is charged by SBI Tax Advantage Fund Series III Regular Growth?

The term Expense Ratio used for SBI Tax Advantage Fund Series III Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of SBI Tax Advantage Fund Series III Regular Growth is 1.38% as of 01 Jul 2022...

What is the AUM of SBI Tax Advantage Fund Series III Regular Growth?

The AUM, short for Assets Under Management of SBI Tax Advantage Fund Series III Regular Growth is ₹29.33Cr as of 01 Jul 2022.

How to Redeem SBI Tax Advantage Fund Series III Regular Growth?

If you want to sell your SBI Tax Advantage Fund Series III Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of SBI Tax Advantage Fund Series III Regular Growth?

You can select either SIP or Lumpsum investment of SBI Tax Advantage Fund Series III Regular Growth based on your investment objective and risk tolerance.

What is the NAV of SBI Tax Advantage Fund Series III Regular Growth?

The NAV of SBI Tax Advantage Fund Series III Regular Growth is ₹55.21 as of 30 Jun 2022.

What is the PE and PB ratio of SBI Tax Advantage Fund Series III Regular Growth?

The PE ratio ratio of SBI Tax Advantage Fund Series III Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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