SBI Tax Advantage Fund

Equity | ELSS Mutual Funds
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

Returns and Ranks ( as on 27 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
6.62%
ICICI Bank
6.12%
Ratnamani Metals
5.47%
HDFC Bank
5.33%
Bharti Airtel
5.27%
Others
71.19%
Banks
18.07%
Finance
13.54%
Consumer Durables
10.02%
Industrial Products
7.08%
Debt
6.97%
Others
44.32%
Equity
93.17%
Reverse Repos
6.97%
Net Curr Ass/Net Receivables
-0.14%

Fund House Details

SBI Mutual Fund

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”.
Invest Now