SBI Tax Advantage Fund

Equity | ELSS
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

Returns and Ranks ( as on 30 September 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 8.7% 33.9% 24.1% 24.5%
Category Average 0.1% 18.3% 12.9% -

Scheme Allocation

Holding
Sector
Asset
TREPS
13.93%
Rajratan Global
9.69%
ICICI Bank
5.93%
St Bk of India
5.58%
Divi's Lab.
5.42%
Others
59.45%
Banks
16.12%
Industrial Products
15.58%
Finance
13.22%
Auto Components
8.2%
Debt
7.53%
Others
39.35%
Equity
92.8%
Reverse Repos
13.93%
Net Curr Ass/Net Receivables
-6.73%
Others
0%

Fund House and Investment Objective

SBI Mutual Fund

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”.
Invest Now