Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹ - | ₹ 500 | 1.76 % | 0★ | ₹ 31 | 9 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹ - | ₹ 500 | 1.76 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 0★ | ₹ 31 Cr | 9 Years |
| Rating | Fund Size | Fund Age |
Scheme 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. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.7% | 33.9% | 24.1% | 24.5% | ||||
| Category Average | 0.1% | 18.3% | 12.9% | - |
Scheme Allocation
Holding
Sector
Asset
TREPS
Rajratan Global
ICICI Bank
St Bk of India
Divi's Lab.
Others
Fund House and Investment Objective
SBI Tax Advantage Fund
Fund Manager
R Srinivasan
Exit Load
| Exit Load | Nil |
|---|
Advance Ratio
| 0 | 0.9 | 0.7 | 0 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 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
You can invest in SBI Tax Advantage Fund 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 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"
The SBI Tax Advantage Fund has delivered 24.5% since inception
The NAV of SBI Tax Advantage Fund is ₹64.6 as of 30 September 2022.
The expense ratio of SBI Tax Advantage Fund is 1.76 % as of 30 September 2022.
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”.
