SBI Tax Advantage Fund-Series III-Direct (IDCW)

  • 5 years return (%) 24.75%
  • AUM (₹) ₹29.19 Cr
  • NAV (₹) 43.7818
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 85.40% 32.81% 24.75% 54.83%
Category Average 53.50% 13.94% 14.81% 10.05%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
85.40%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
SBI Tax Advantage Fund-Series III-Direct (IDCW) 1.76 29.1918 +33%
Sundaram LT MC Tax Advantage Fund-Sr.IV (G) 1.43 40.2623 +13%
Shriram Long Term Equity Fund (G) 2.55 39.6975 +0%
SBI Long Term Advantage Fund - Series I (G) 2.89 36.7834 +18%
SBI Long Term Advantage Fund - Series II (G) 2.89 30.7628 +20%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Rajratan Global

    Automobile Sector
    Equity Instrument
    7.5% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    7.0% % Assets
  • Garware Tech.

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • M M Forgings

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.1% % Assets

AMC Details

SBI Mutual Fund

  • 524316.2823 Cr

    AUM

Contact Details

9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.

022-61793000 | 022-67425687
partnerforlife@sbimf.com