SBI Tax Advantage Fund - Series III (IDCW)

SBI Tax Advantage Fund - Series III (IDCW)

Moderately HighEquityTax Saving

Scheme Details

2.9%

Expense Ratio

₹33 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

31.53%

21.82%

26.83%

22.55%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

SBI Tax Advantage Fund - Series III (IDCW)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

SBI PSU Fund - Direct (G)

Holdings

Holdings

Sector Wise

TREPS

6.45%

Ratnamani Metals

6.04%

Rajratan Global

6.01%

Reliance Industr

5.17%

Bharti Airtel

5.02%

Fund Manager

R

R Srinivasan

N

Nidhi Chawla