SBI Tax Advantage Fund - Series II (IDCW)

SBI Tax Advantage Fund - Series II (IDCW)

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

2.94%

Expense Ratio

₹42 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
33.59%
32.05%
22.25%
23.06%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Tax Advantage Fund - Series II (IDCW)
33.59%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
TREPS
17.56%
Reliance Industr
9.49%
Infosys
8.12%
Larsen & Toubro
6.88%
HDFC Bank
6.75%

Fund Manager

R
R Srinivasan
N
Nidhi Chawla