SBI Tax Advantage Fund – Series III – Direct Growth
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Min SIP
500
Min Lumpsum
1.76 %
Expense Ratio
Rating
31
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.9% | 30.7% | 26.9% | 23.5% | ||||
| Category Average | 19.3% | 24.3% | 15% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
10.49
Alpha
3.93
SD
0.81
Beta
2.08
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
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.
Fund Managers
R Srinivasan
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- ELSS .
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- 5,246
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24.8%Fund Size - 5,246
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30.4%Fund Size - 5,246
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15%Fund Size - 5,246
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- Equity .
- ELSS .
-
- 12,543
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22.1%Fund Size - 12,543
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29.3%Fund Size - 12,543
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11.9%Fund Size - 12,543
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- Equity .
- ELSS .
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- 1,084
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19.1%Fund Size - 1,084
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26.4%Fund Size - 1,084
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14.5%Fund Size - 1,084
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- Equity .
- ELSS .
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- 4,088
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23%Fund Size - 4,088
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26.3%Fund Size - 4,088
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17.9%Fund Size - 4,088
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- Equity .
- ELSS .
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- 11,227
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18.2%Fund Size - 11,227
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25.7%Fund Size - 11,227
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14.2%Fund Size - 11,227
AMC Contact Details
SBI Mutual Fund
AUM:
7,63,724 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
Frequently Asked Questions
How to invest in SBI Tax Advantage Fund – Series III – Direct Growth ?
You can invest in SBI Tax Advantage Fund – Series III – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Tax Advantage Fund – Series III – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Tax Advantage Fund – Series III – Direct Growth ?
The NAV of SBI Tax Advantage Fund – Series III – Direct Growth is ₹74.5 as of 29 September 2023.
How to redeem SBI Tax Advantage Fund – Series III – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of SBI Tax Advantage Fund – Series III – Direct Growth?
The top stock holdings of SBI Tax Advantage Fund – Series III – Direct Growth are
- ICICI Bank - 6.35%
- Blue Star - 6.07%
- Muthoot Finance - 5.97%
- St Bk of India - 5.85%
- HDFC AMC - 5.58%
How can I redeem my investments in SBI Tax Advantage Fund – Series III – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Tax Advantage Fund – Series III – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Tax Advantage Fund – Series III – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have SBI Tax Advantage Fund – Series III – Direct Growth generated ?
The SBI Tax Advantage Fund – Series III – Direct Growth has delivered 23.5% since inception
What is the expense ratio of SBI Tax Advantage Fund – Series III – Direct Growth ?
The expense ratio of SBI Tax Advantage Fund – Series III – Direct Growth is 1.76 % as of 29 September 2023.
What is the AUM of SBI Tax Advantage Fund – Series III – Direct Growth?
The AUM of SBI Tax Advantage Fund – Series III – Direct Growth is ₹7,63,724 Cr as of 29 September 2023
What are the top sectors SBI Tax Advantage Fund – Series III – Direct Growth has invested in?
The top sectors SBI Tax Advantage Fund – Series III – Direct Growth has invested in are
- Banks - 21.14%
- Consumer Durables - 11.28%
- Finance - 11.25%
- Pharmaceuticals & Biotech - 8.62%
- Chemicals & Petrochemical - 7.61%
Can I make investments in both the SIP and Lump Sum schemes of SBI Tax Advantage Fund – Series III – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of SBI Tax Advantage Fund – Series III – Direct Growth based on your investment objective and risk tolerance.