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SBI Tax Advantage Fund - Series 1 Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

SBI Tax Advantage Fund - Series 1 Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹312 Cr

Lock In Period

N/A

Expense Ratio

2.75

Exit Load

Nil

Benchmark

Nifty Midcap 100

Summary

SBI Tax Advantage Fund - Series 1 Growth NAV is ₹0 as of 16 May, 2026. SBI Tax Advantage Fund - Series 1 Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in SBI Tax Advantage Fund - Series 1 Growth is ₹0. The AUM of SBI Tax Advantage Fund - Series 1 Growth is ₹312 Cr. The expense ratio of the fund is 2.75%, and its benchmark is Nifty Midcap 100. The current exit load of the fund is Nil. In the last 1M months, SBI Tax Advantage Fund - Series 1 Growth has delivered 0.00% returns.

SBI Tax Advantage Fund - Series 1 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.897.44
6M0.001.8224.27
1Y0.005.3178.49
3Y0.0013.80130.26

Portfolio Analysis

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About Fund SBI Tax Advantage Fund - Series 1 Growth

SBI Tax Advantage Fund - Series 1 Growth managed by SBI Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹312 Crore. The fund benchmarks its performance against the Nifty Midcap 100 while maintaining an expense ratio of 2.75. Under the expert guidance of R Srinivasan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

R Srinivasan

Mr. Srinivasan holds M.Com & MFM. He is having experience of more than 19 years in the area of financial services. Prior to joining SBI Funds Management Pvt. Ltd. was with Future Capital Holding, asset management and financial services entity of the Future Group, where he worked as Head - Portfolio Management and was responsible for Portfolio Management & Equity Research. Before that he worked with many organizations viz: Principal PNB AMC; Imperial Investment Advisor; Indosuez W.I. Carr Securities; Inquire Indian Equity Research); Sunidhi Consultancy (Research unit); Capital Market Publishers etc.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
NJ ELSS Tax Saver Scheme Growth0323.67 CR2.47
ICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
SBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundNJ ELSS Tax Saver Scheme Growth-3.22120
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

SBI Tax Advantage Fund - Series 1 Growth FAQs

SBI Tax Advantage Fund - Series 1 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Tax Advantage Fund - Series 1 Growth is 2.75. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Tax Advantage Fund - Series 1 Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of SBI Tax Advantage Fund - Series 1 Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in SBI Tax Advantage Fund - Series 1 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Tax Advantage Fund - Series 1 Growth is ₹312 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Tax Advantage Fund - Series 1 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.