Compare SBI Tax Advantage Fund Series III vs Quant ELSS Tax Saver Fund
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 5.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.72 |
NAV | ₹76.68 | ₹360.44 |
Fund Started | 28 Dec 2013 | 08 Mar 2000 |
Fund Size | ₹33.26 Cr | ₹10979.71 Cr |
Exit Load | - | - |
Returns
1 Year | 29.86% | 27.85% |
3 Year | 21.09% | 16.43% |
5 Year | 25.55% | 30.18% |
Holding Analysis
Equity | 58.86% | 93.04% |
Cash | 41.14% | 6.96% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Rama Iyer Srinivasan | Ankit A Pande |
Start Date | 08 Sep 2020 | 22 Aug 2023 |
About Fund
Description | The scheme seeks 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. | The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income. |
Launch Date | 28 Dec 2013 | 08 Mar 2000 |
