SBI Tax Advantage Fund Series III Regular Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

premium-user

₹76.6804 0.01%

As on 27-Mar-2024

Returns

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Calculate SIP Returns of SBI Tax Advantage Fund Series III Regular Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of SBI Tax Advantage Fund Series III Regular Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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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 info
Return (%)
Expense Ratio (%) info
5 star
unlock fund advisor
Very High
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1.60
4 star
unlock fund advisor
Very High
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1.58
4 star
unlock fund advisor
Very High
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1.65
5 star
unlock fund advisor
Very High
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1.72
4 star
unlock fund advisor
Very High
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1.72

Other details of SBI Tax Advantage Fund Series III Regular Growth

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About SBI Tax Advantage Fund Series III Regular Growth

SBI Tax Advantage Fund Series III Regular Growth is a equity mutual fund scheme of SBI Mutual Fund. Launched on March 28, 2014, it is currently managed by . The fund has an expense ratio of 1.39% with an overall AUM (Assets Under Management) of ₹33 Cr.

SBI Tax Advantage Fund - Series III - Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

ELSS funds are suitable for investors:

  • Seeking tax savings u/s 80C through a diversified equity portfolio
  • Aiming for long-term wealth creation
  • With a 5+ year investment horizon
  • Who are at ease with the market's ups and downs

Note:

  • Invest only through SIP
  • The fund has a lock-in-period of 3 years

Latest news on SBI Tax Advantage Fund Series III Regular Growth

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FAQ for SBI Tax Advantage Fund Series III Regular Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Tax Advantage Fund Series III Regular 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 III Regular 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.

The latest declared NAV of SBI Tax Advantage Fund Series III Regular Growth, is ₹76.6804 as of 21-Apr-2026.

Over the past five years, SBI Tax Advantage Fund Series III Regular Growth has delivered an annualised return of --% as of 21-Apr-2026.

The minimum investment required to start investing in SBI Tax Advantage Fund Series III Regular Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.