SBI Tax Advantage Fund Series III Regular Growth

• Alpha 15.18%
• Beta 0.91
• Sharpe Ratio1.70
• Std Deviation 13.59%
• Tracking Error 9.52%

To generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there can be no assurance that the investment objective of the Scheme will be realized.

The SBI Tax Advantage Fund Series III Regular Growth has an AUM of 31.69 crores & has delivered CAGR of 27.62% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.00%. The minimum investment in SBI Tax Advantage Fund Series III Regular Growth is Rs 500 and the minimum SIP is Rs 0.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Blue Star, Muthoot Finance, ICICI Bank & HDFC Asset Management Company.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Biotechnology & Drugs & Misc. Capital Goods.

Some of the similar funds are Sundaram Long Term Tax Advantage Fund Series IV Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth, SBI Tax Advantage Fund Series III Regular Growth, SBI Long Term Advantage Fund Series II Regular Growth, Sundaram Long Term Tax Advantage Fund Series I Regular Growth. SBI Tax Advantage Fund Series III Regular Growth has a sharpe ratio of 1.70 & a standard deviation of 13.59%.