SBI Tax Advantage Fund Series II-Growth
Returns
Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of SBI Tax Advantage Fund Series II-Growth
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Very High
|
|
1.62 |
||||
|
Very High
|
|
1.81 |
||||
|
Very High
|
|
1.69 |
||||
|
Very High
|
|
1.86 |
||||
|
Very High
|
|
2.65 |
Other details of SBI Tax Advantage Fund Series II-Growth
Assets
Exit Load (Days)
--
Min. Investment (₹)
Min. Withdrawal (₹)
Min. SIP Investment (₹)
Min. No of Cheques
About SBI Tax Advantage Fund Series II-Growth
SBI Tax Advantage Fund Series II-Growth is a equity mutual fund scheme of SBI Mutual Fund. Launched on March 29, 2012, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹42 Cr.
The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
Latest news on SBI Tax Advantage Fund Series II-Growth
Maturity of SBI Tax Advantage Series II
1 min read•By News Desk
SBI Mutual Fund: Change in Benchmark
1 min read•By News Desk
Miles to Go
1 min read•By Research Desk
FAQ for SBI Tax Advantage Fund Series II-Growth
How to Invest in SBI Tax Advantage Fund Series II-Growth?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Tax Advantage Fund Series II-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Tax Advantage Fund Series II-Growth can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of SBI Tax Advantage Fund Series II-Growth Today?
The latest declared NAV of SBI Tax Advantage Fund Series II-Growth, is ₹79.8534 as of 12-May-2026.
What is the return of SBI Tax Advantage Fund Series II-Growth in the last 5 years?
Over the past five years, SBI Tax Advantage Fund Series II-Growth has delivered an annualised return of --% as of 12-May-2026.
What is the minimum investment required in SBI Tax Advantage Fund Series II-Growth?
The minimum investment required to start investing in SBI Tax Advantage Fund Series II-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.