- Mutual Funds
- SBI Mutual Fund
- SBI Tax Advantage Fund Series III (Growth)
SBI Tax Advantage Fund Series III (Growth)
₹ 76.6804
NAV (Mar 27)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 76.6804
NAV (Mar 27)
Fund Returns
Last 1Y | 31.5% |
Last 3Y | 21.8% |
Last 5Y | 26.8% |
Last 10Y | NA |
Since Inception | 22.6% |
6 Month CAGR | 7% |
Scheme Information
To generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However,there can be no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 0 |
Launched (10y ago) | Apr 04, 2014 |
AUM in Crores | 33.257 |
ISIN | INF200K01W80 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 11.7 |
Standard Deviation (5yr) | 18.2 |
Beta (3yr) | 0.74 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 1.266 |
Sharpe Ratio (5yr) | 1.09 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Tax Advantage Fund Series III (Growth) | 14,69,623 | 7,37,011 | 26.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22% | 17.8% | ||
15.6% | 12.1% | ||
25.5% | 16.3% | ||
6.3% | 7.4% |
SBI Tax Advantage Fund Series III (G) Review
SBI Tax Advantage Fund Series III (G) is a Tax Saving Equity fund and has delivered an annualised return of 22.6% over a period of 10 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Nidhi Chawla, R. Srinivasan.
Nav of SBI Tax Advantage Fund Series III (G) as of 3/27/2024 is ₹76.68 with the total AUM as of 4/19/2024 is ₹33.257. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Tax Advantage Fund Series III (G) was launched on Apr 04, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Tax Advantage Fund Series III (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
SBI Tax Advantage Fund Series III (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
SBI Tax Advantage Fund Series III (G) is rated as a 0 fund in Equity and delivered 31.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Tax Advantage Fund Series III (G).
Frequently Asked Questions
What is SBI Tax Advantage Fund Series III (G)?
How to invest in SBI Tax Advantage Fund Series III (G)?
You can invest in SBI Tax Advantage Fund Series III (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Tax Advantage Fund Series III (G)?
The minimum sip amount for SBI Tax Advantage Fund Series III (G) is ₹0. You can invest in multiples of ₹500.
Is SBI Tax Advantage Fund Series III (G) good to invest in?
As per Scripbox experts, SBI Tax Advantage Fund Series III (G) is a Not Reviewed Yet fund. You can investSBI Tax Advantage Fund Series III (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Tax Advantage Fund Series III (G)?
The expense ratio of the SBI Tax Advantage Fund Series III (G) is % for regular plan.