SBI Tax Advantage Fund
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Min SIP
500
Min Lumpsum
1.76 %
Expense Ratio
Rating
29
Fund Size (in Cr)
9 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 | 16.6% | 36.9% | 23.9% | 23.3% | ||||
| Category Average | 15.9% | 25.8% | 12.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Blue Star
ICICI Bank
St Bk of India
Ratnamani Metals
HDFC Bank
Others
Advance Ratio
0.33
Alpha
3.51
SD
0.78
Beta
0.24
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
-
- Equity .
- ELSS .
-
- 3,559
-
22.1%Fund Size - 3,559
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28%Fund Size - 3,559
-
16%Fund Size - 3,559
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- Equity .
- ELSS .
-
- 4,740
-
16.6%Fund Size - 4,740
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27.8%Fund Size - 4,740
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12.2%Fund Size - 4,740
-
- Equity .
- ELSS .
-
- 11,451
-
17.1%Fund Size - 11,451
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27.1%Fund Size - 11,451
-
8.6%Fund Size - 11,451
-
- Equity .
- ELSS .
-
- 966
-
16.8%Fund Size - 966
-
26.1%Fund Size - 966
-
11.6%Fund Size - 966
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- Equity .
- ELSS .
-
- 10,161
-
15.8%Fund Size - 10,161
-
24.6%Fund Size - 10,161
-
13%Fund Size - 10,161
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
How to invest in SBI Tax Advantage Fund ?
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"
What is the NAV of SBI Tax Advantage Fund ?
The NAV of SBI Tax Advantage Fund is ₹68.7 as of 08 June 2023.
How to redeem SBI Tax Advantage Fund 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?
The top stock holdings of SBI Tax Advantage Fund are
- Blue Star - 6.47%
- ICICI Bank - 6.47%
- St Bk of India - 6.41%
- Ratnamani Metals - 6.17%
- HDFC Bank - 5.67%
How much returns have SBI Tax Advantage Fund generated ?
The SBI Tax Advantage Fund has delivered 23.3% since inception
What is the expense ratio of SBI Tax Advantage Fund ?
The expense ratio of SBI Tax Advantage Fund is 1.76 % as of 08 June 2023.
What is the AUM of SBI Tax Advantage Fund?
The AUM of SBI Tax Advantage Fund is ₹6,48,640 Cr as of 08 June 2023
What are the top sectors SBI Tax Advantage Fund has invested in??
The top sectors SBI Tax Advantage Fund has invested in are
- Blue Star - 6.47%
- ICICI Bank - 6.47%
- St Bk of India - 6.41%
- Ratnamani Metals - 6.17%
- HDFC Bank - 5.67%