Comprehensive analysis of SBI Tax Advantage Fund - Series III (IDCW) (23255) 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
High 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) | ₹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 |
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