Can I invest in SIP and Lumpsum in SBI Tax Advantage Fund - Series III (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in SBI Tax Advantage Fund - Series III (G). Minimum lumpsum investment SBI Tax Advantage Fund - Series III (G) is ₹500 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of SBI Tax Advantage Fund - Series III (G) Direct Growth?

The latest NAV (Net Asset Value) of SBI Tax Advantage Fund - Series III (G) is SBI Tax Advantage Fund - Series III (G) is ₹76.68 as on 2024-03-27.

Which are the biggest stock holdings of SBI Tax Advantage Fund - Series III (G)?

The 5 biggest stock holdings of SBI Tax Advantage Fund - Series III (G) are: There is no data for scheme holding in the portfolio!

What are the top sectors SBI Tax Advantage Fund - Series III (G) invests in?

A majority of SBI Tax Advantage Fund - Series III (G) 's AUM worth ₹33.26 (Cr) is invested in these 3 top sectors: Debt : 41.25% Banks : 21.84% Finance : 9.79%

Mutual Funds
SBI Tax Advantage Fund - Series III (G)

SBI Tax Advantage Fund - Series III (G)

ELSS

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NAV
76.68(0.01%)
Fund Size (CR)
₹33.26
Expense Ratio
2.9
Scheme Type
Active Fund
Value Research
-

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
-

Absolute Return: NaN%

Annualized Return: 0%

There is no Asset Allocation data

Basic Details

Scheme Manager

R Srinivasan

Bench Mark

BSE 500 TRI

Type

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	-	-	-	-	-	-/-
1 Month	-	-	-	-	-	-/-
3 Month	-	-	-	-	-	-/-
6 Month	-	-	-	-	-	-/-
1 Year	-	-	-	-	-	-/-
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	-	-	-	-	-	-/-

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	3 April 2023	1,20,000	131869.09	9.89%	9.89%
3 Year	1 April 2021	3,60,000	457491.30	27.08%	8.32%
5 Year	1 April 2019	6,00,000	1106455.82	84.41%	13.02%
10 Year	4 April 2014	12,00,000	3726958.81	210.58%	12.00%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

Standard Deviation

Beta

Sharpe Ratio

Treynor's Ratio

Jension's Alpha

Asset Allocation

There is no Asset Allocation data

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI Long Term Advantage Fund-Series V -Dir (IDCW)	366.59	-5.61%	-4.30%	3.25%	36.02%	16.56%
SBI Long Term Advantage Fund - Series V -Dir (G)	366.59	-5.61%	-4.30%	3.25%	36.02%	16.56%
Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)	4414.88	-9.58%	-9.37%	3.47%	31.55%	23.14%
Motilal Oswal ELSS Tax Saver Fund-Dir (G)	4414.88	-9.58%	-9.37%	3.47%	31.55%	23.14%
HSBC Tax Saver Equity Fund - Direct (G)	260.85	-7.71%	-4.78%	2.97%	24.06%	15.67%

News

SBI MF announces change in Fund Manager of the following schemes

SBI Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 27 December 2024

Change in Fund Managers of the Schemes:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
SBI Liquid Fund	Mr. R. Arun and Mr. Rajeev Radhakrishnan (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Overnight Fund	Mr. R. Arun	Mr. Ranjana Gupta and Mr. Tejas Soman (Co-Fund Manager)
SBI Savings Fund	Mr. R. Arun and Mr. Rajeev Radhakrishnan (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Magnum Ultra Short Duration Fund	Mr. R. Arun and Mr. Ardhendhu Bhattacharya (Co-Fund Manager)	Mr. Rajeev Radhakrishnan and Mr. Ardhendhu Bhattacharya (Co-Fund Manager)
SBI Magnum Low Duration Fund	Mr. Rajeev Radhakrishnan and Mr. R. Arun (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Arbitrage Opportunities Fund	Mr. Neeraj Kumar (Equity Portion) Mr. R. Arun (Debt Portion)	Mr. Neeraj Kumar (Equity Portion) Mr. Ardhendhu Bhattacharya (Debt Portion)

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SBI MF announces change in the Benchmark of Fixed Maturity Plan under its schemes

SBI Mutual Fund has announced change in the benchmark Fixed Maturity Plan of SBI Mutual Fund with effect from January 01, 2025.

Change in name of Benchmark of Fixed Maturity Plan

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SBI Mutual Fund announces change in Exit Load Structure

SBI Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 19 December 2024

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
SBI Long Duration Fund	For exit on or before 90 days from the date of allotment-0.25% For exit after 90 days from the date of allotment - NIL	NIL

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Fund House Details & Investment Objective

Date of Incorporation

28 December 2013

Total AUM (Cr)

₹33.26

SBI Tax Advantage Fund - Series III (G) is an ELSS-oriented fund from the renowned AMC, SBI Mutual Fund. Launched in 28 December 2013, this fund is managed by R Srinivasan. With assets under management (AUM) worth ₹33.26 (Cr), as of 27 March 2024, SBI Tax Advantage Fund - Series III (G) is categorized as a ELSS within its segment. The fund has generated a return of undefined% since its launch.
The current NAV of SBI Tax Advantage Fund - Series III (G) is ₹76.68, as on 27 March 2024. The fund's benchmark index is BSE 500 TRI. You can invest in SBI Tax Advantage Fund - Series III (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated - and - CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments .
The top 5 sectors the fund invests in are: 41.25% in Debt, 21.84% in Banks, 9.79% in Finance, 6.76% in Telecom-Services, 5.18% in Petroleum Products

FAQs

How to Invest in SBI Tax Advantage Fund - Series III (G) Direct Growth?

SBI Tax Advantage Fund - Series III (G) is a popular fund in the ELSS segment. The fund has generated a return of undefined% since inception. Looking to invest in SBI Tax Advantage Fund - Series III (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in SBI Tax Advantage Fund - Series III (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, SBI Tax Advantage Fund - Series III (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in SBI Tax Advantage Fund - Series III (G) today and reap the benefits of this ELSS fund!

How much returns has SBI Tax Advantage Fund - Series III (G) Direct Growth generated?

In the short term, i.e., 1 year, SBI Tax Advantage Fund - Series III (G) has generated annualised return of -. In the long-term, the fund has generated - and undefined% in 3 and 5 years respectively. Since its inception, the fund has generated undefined% returns.

What is the expense ratio of SBI Tax Advantage Fund - Series III (G) Direct Growth?

The expense ratio of SBI Tax Advantage Fund - Series III (G) Direct Growth is 2.90%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of SBI Tax Advantage Fund - Series III (G) Fund Direct Growth?

The Assets Under Management (AUM) of SBI Tax Advantage Fund - Series III (G) is ₹33.26 (Cr) as of 2024-03-27 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from SBI Tax Advantage Fund - Series III (G) Direct Growth?

Redeeming or selling units of SBI Tax Advantage Fund - Series III (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from SBI Tax Advantage Fund - Series III (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case SBI Tax Advantage Fund - Series III (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

Scheme Name	Existing Benchmark	Revised Benchmark
SBI Fixed Maturity Plan (FMP) - Series 1 (3668 Days)	CRISIL Long Term Debt Index	CRISIL Long Term Debt A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 6 (3668 Days)	CRISIL Long Term Debt Index	CRISIL Long Term Debt A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 34 (3682 Days)	CRISIL Long Term Debt Index	CRISIL Long Term Debt A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 42 (1857 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 44 (1855 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 45 (1840 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 46 (1850 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 50 (1843 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 52 (1848 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 54 (1842 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 55 (1849 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 57 (1842 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 58 (1835 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 59 (1618 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 60 (1878 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 67 (1467 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index