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Sbi Tax Advantage Fund Series Iii Growth Direct Plan
NAV (Mar 27,2024)
The SBI Tax Advantage Fund - Series III - Growth - Direct Plan is a mutual fund offered by SBI with an established date of 2014-03-28. It has a price-to-earnings ratio of 43.26 and a price-to-book ratio of 6.73. The scheme's assets under management (AUM) are 33.62 crore. The minimum investment amount for this fund is 500 INR, and it has a lock-in period of 3 years.
Fund Overview
0%
0%
No Lock-in
₹ 33.62 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Jul 27, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
|---|---|---|---|---|---|
| ₹ 10,000 | ₹ 10,053.44 (0.53%) | ₹ 10,716.66 (7.17%) | ₹ 13,201.66 (32.02%) | ₹ 18,292.55 (82.93%) | ₹ 33,537.36 (235.37%) |
| ₹ 30,000 | ₹ 30,160.32 (0.53%) | ₹ 32,149.98 (7.17%) | ₹ 39,604.98 (32.02%) | ₹ 54,877.65 (82.93%) | ₹ 1,00,612.08 (235.37%) |
| ₹ 50,000 | ₹ 50,267.2 (0.53%) | ₹ 53,583.3 (7.17%) | ₹ 66,008.3 (32.02%) | ₹ 91,462.75 (82.93%) | ₹ 1,67,686.8 (235.37%) |
| ₹ 80,000 | ₹ 80,427.52 (0.53%) | ₹ 85,733.28 (7.17%) | ₹ 1,05,613.28 (32.02%) | ₹ 1,46,340.4 (82.93%) | ₹ 2,68,298.88 (235.37%) |
| ₹ 1,00,000 | ₹ 1,00,534.4 (0.53%) | ₹ 1,07,166.6 (7.17%) | ₹ 1,32,016.6 (32.02%) | ₹ 1,82,925.5 (82.93%) | ₹ 3,35,373.6 (235.37%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS17.00%
- HDFC Asset Management Co Ltd6.67%
- Muthoot Finance Ltd6.59%
- State Bank of India6.30%
- ICICI Bank Ltd6.22%
- Bharti Airtel Ltd6.14%
- Divi s Laboratories Ltd5.46%
- Hawkins Cookers Ltd5.42%
- HDFC Bank Ltd5.08%
- Infosys Ltd4.59%
- Reliance Industries Ltd4.54%
- Bajaj Finance Ltd4.36%
- Axis Bank Ltd3.61%
- Rajratan Global Wire Ltd3.48%
- Neogen Chemicals Ltd3.08%
- ICICI Lombard General Insurance Company Ltd2.96%
- Garware Technical Fibres Ltd2.68%
- Chemplast Sanmar Ltd2.53%
- NHPC Ltd1.92%
- Rossari Biotech Ltd1.66%
- Net Receivable Payable-0.27%
- Miscellaneous16.73%
- Bank - Private14.91%
- Finance - NBFC10.94%
- Chemicals7.27%
- Bank - Public6.30%
- IT - Software4.59%
- Refineries4.54%
- Auto Ancillary3.48%
- Insurance2.96%
- Textile2.68%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
| Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| ELSS | Very High | 28.48% |
| ELSS | Very High | 27.47% |
| ELSS | Very High | 23.57% |
| ELSS | Very High | 20.22% |
| ELSS | Very High | 19.93% |
| ELSS | Very High | 19.22% |
| ELSS | Very High | 15.29% |
| ELSS | Very High | 14.99% |
| ELSS | Very High | 10.83% |
| ELSS | Very High | 9.98% |
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Samco ELSS Tax Saver Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 46.21% |
| ELSS | Very High | 40.08% |
| ELSS | Very High | 39.52% |
| ELSS | Very High | 39.50% |
| ELSS | Very High | 39.26% |
| ELSS | Very High | 36.54% |
| ELSS | Very High | 36.10% |
| ELSS | Very High | 35.55% |
| ELSS | Very High | 30.66% |
| ELSS | Very High | 27.97% |
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Navi ELSS Tax Saver Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 25.15% |
| ELSS | Very High | 22.02% |
| ELSS | Very High | 19.98% |
| ELSS | Very High | 19.80% |
| ELSS | Very High | 18.37% |
| ELSS | Very High | 17.93% |
| ELSS | Very High | 17.19% |
| ELSS | Very High | 17.01% |
| ELSS | Very High | 16.76% |
| ELSS | Very High | 16.65% |
Quant ELSS Tax Saver Fund - Growth
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Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 20.35% |
| ELSS | Very High | 19.68% |
| ELSS | Very High | 19.45% |
| ELSS | Very High | 18.39% |
| ELSS | Very High | 17.35% |
| ELSS | Very High | 16.82% |
| ELSS | Very High | 16.71% |
| ELSS | Very High | 16.48% |
| ELSS | Very High | 16.36% |
| ELSS | Very High | 15.31% |
Nippon India ELSS Tax Saver Fund - GrowthFund Managers
Mr. R. SrinivasanHead - Equities
Srinivasan has been heading Equity since June 2011 and oversees equity assets worth over Rs. 16,000 crores.He joined SBI MF as a Senior Fund Manager in May 2009 and manages various Equity schemes. He brings with him over 19 years of experience in capital markets. He has earlier worked with FCH, Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal, among others.
Ms. Nidhi ChawlaFund Manager)
Ms. Nidhi has over 4 years experience in Mutual Fund Industry. She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.
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SBI Tax Advantage fund - Series III - Growth - Direct Plan
SBI Tax Advantage fund - Series III - Growth - Direct Plan
SBI Tax Advantage fund - Series III - Growth - Direct Plan
SBI Tax Advantage fund - Series III - Growth - Direct Plan
SBI Tax Advantage fund - Series III - Growth - Direct Plan
SBI Tax Advantage fund - Series III - Growth - Direct Plan
SBI Tax Advantage fund - Series III - Growth - Direct Plan
SBI Tax Advantage fund - Series III - Growth - Direct Plan
SBI Tax Advantage fund - Series III - Growth - Direct Plan
FAQ's
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