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SBI Tax Advantage Fund Series II (Growth)

Returns (3yrs)
7.79 %
Latest NAV
42.09

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  • Tenure
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 8th of August, 06:50 PM

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies across large,mid and small market capitalization,along with income tax benefit.

Fund Managers

  • profile-pic
    Nidhi Chawla
    profile-pic
    R. Srinivasan
  • expense-ratio
    Expense Ratio
    0.0
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 24.05 Crores
    ISIN
    ISIN
    INF200K01JF6
  • Category Risk:

    High Risk

Holding Information

as on 8th of August, 06:50 PM

Top Holding

Hdfc Bank Ltd
9%
Divi's Laboratories Ltd
7%
Bharti Airtel Ltd
6%
Hawkins Cookers Ltd
6%
Jk Cement Ltd
6%

Top Sectors

Financial Services
25%
Basic Materials
23%
Industrials
11%
Consumer Defensive
9%
Healthcare
7%

Allocation

Equity
98%
Others
2%
Debt
0%

Investment Return Calculator

as on 8th of August, 06:50 PM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 8th of August, 06:50 PM
Minimum SIP Amount
0
Minimum Lumpsum Amount
500
Lumpsum Multiple
500
SIP Multiple
100

About the Fund

SBI Tax Advantage Fund Series II Growth is a Tax Saving Equity fund and has delivered an annualised return of 7.79% over a period of 3 years. The fund is managed by SBI Funds Management Private Limited. The fund managers names are Nidhi Chawla, R. Srinivasan. The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies across large,mid and small market capitalization,along with income tax benefit. The fund charges 0.0%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.