Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹312 Cr
Lock In Period
N/A
Expense Ratio
2.75
Benchmark
Nifty Midcap 100
Exit Load
Nil
Summary
Latest details for SBI Tax Advantage Fund - Series 1 Growth include a ₹ NAV as of Mar 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The SBI Tax Advantage Fund - Series 1 Growth AUM is ₹312 Cr, with a lock-in of N/A years, expense ratio of 2.75%, and benchmark Nifty Midcap 100. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.72% and a category best of 7.41%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.72 | 7.41 |
| 6M | 0.00 | 1.55 | 24.27 |
| 1Y | 0.00 | 6.33 | 78.49 |
| 3Y | 0.00 | 14.25 | 130.26 |
Portfolio Analysis
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- Debt:
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNavi ELSS Tax Saver Nifty 50 Index Fund Growth | 0 | 111.85 CR | 1 |
| This FundNJ ELSS Tax Saver Scheme Growth | 0 | 314.31 CR | 2.34 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41.44 CR | 1.41 |
| This FundSBI Tax Advantage Fund - Series II Growth | 0 | 42.27 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNavi ELSS Tax Saver Nifty 50 Index Fund Growth | 5.2705 | 0 |
| This FundNJ ELSS Tax Saver Scheme Growth | 2.9851 | 0 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |
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 : %
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.
Min Inv Amount: ₹500