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

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

Moderately HighEquityTax Saving
Not Rated
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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%
23.07%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Tax Advantage Fund - Series III - Direct (G)
32.02%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

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

R
R Srinivasan
N
Nidhi Chawla