SBI Tax Advantage Fund-Series III-Direct (IDCW)

SBI Tax Advantage Fund-Series III-Direct (IDCW)

Moderately HighEquityTax Saving

Scheme Details

1.76%

Expense Ratio

₹33 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

32.02%

22.3%

27.38%

23.03%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

SBI Tax Advantage Fund-Series III-Direct (IDCW)

Holdings

Holdings

Sector Wise

TREPS

15.78%

Divi's Lab.

5.37%

Ratnamani Metals

5%

HDFC Bank

4.84%

Hawkins Cookers

4.75%

Fund Manager

N

Nidhi Chawla

R

R Srinivasan