Comprehensive analysis of SBI Tax Advantage Fund-Series III-Direct (IDCW) (23257) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Funds Management Ltd
To generate capital appreciation over a period of ten years by investing predominantly in equities of companies across large, mid and small market capitalization, along with income tax benefit.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Moderate Expenses
Balanced Mix
Experienced Team
Average Quality
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No data available for 1Y period
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Recent performance momentum
Outperformance vs benchmark
Fund manager experience
Historical performance consistency
Risk-adjusted returns
Fund management costs
Market exposure level
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Compare with similar funds in ELSS category
| Fund Name | NAV |
|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1623.49 |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1524.49 |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1454.62 |
| HDFC ELSS Tax Saver Fund (G) | ₹1410.58 |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1036.14 |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹932.70 |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹544.61 |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹544.06 |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹509.11 |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹467.46 |
A seasoned investment professional with over 12 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.