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

  • 5 years return (%) 27.07%
  • AUM (₹) ₹31.58 Cr
  • NAV (₹) 49.7384
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 81.79% 41.50% 27.07% 74.40%
Category Average 63.63% 23.01% 17.76% 27.12%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
81.79%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
SBI Tax Advantage Fund-Series III-Direct (IDCW) 1.76 31.5832 +42%
Sundaram LT MC Tax Advantage Fund-Sr.V (G) 1.41 40.788 +24%
ICICI Pru Long Term Wealth Enhancement Fund (G) 1.4 37.8664 +20%
SBI Long Term Advantage Fund - Series I (G) 2.89 37.4343 +27%
SBI Long Term Advantage Fund - Series II (G) 2.89 31.9685 +29%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Divi's Lab.

    Automobile Sector
    Equity Instrument
    5.2% % Assets
  • Bajaj Finance

    Automobile Sector
    Equity Instrument
    5.1% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.1% % Assets
  • Ratnamani Metals

    Automobile Sector
    Equity Instrument
    4.9% % Assets
  • Hawkins Cookers

    Automobile Sector
    Equity Instrument
    4.7% % Assets

AMC Details

SBI Mutual Fund

  • 579318.2785 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