Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹- | ₹500 | 1.76 % | 0★ | ₹30 | 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★ | ₹30 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 | 6.2% | 27.4% | 19.5% | 23.0% | ||||
| Category Average | 3.0% | 15.8% | 10.2% | - |
Scheme Allocation
Holding
Sector
Asset
St Bk of India
ICICI Bank
Ratnamani Metals
HDFC Bank
Bharti Airtel
Others
Fund House Details
SBI Tax Advantage Fund
Fund Manager
R Srinivasan
Exit Load
| Exit Load | Nil |
|---|
Advance Ratio
| 0.01 | 0.98 | 0.76 | 0.03 |
| 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 23.0% since inception
The NAV of SBI Tax Advantage Fund is ₹62.3 as of 27 January 2023.
The expense ratio of SBI Tax Advantage Fund is 1.76 % as of 27 January 2023.
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”.
