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 indicators
Weak Returns
High Risk
Moderate Expenses
Balanced Mix
Experienced Team
Average Quality
No data to display
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) | ₹1672.61 |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1535.25 |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1500.73 |
| HDFC ELSS Tax Saver Fund (G) | ₹1422.30 |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1039.31 |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹936.59 |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹547.67 |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹547.11 |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹512.42 |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹479.64 |
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.