SBI Tax Advantage Fund-Series III-Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of SBI Tax Advantage Fund-Series III-Direct (IDCW) (23257) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Tax Advantage Fund-Series III-Direct (IDCW)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Average Quality
SBI Tax Advantage Fund-Series III-Direct (IDCW) - NAV History (1Y)
No data to display
No data available for 1Y period
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Equity Exposure
Market exposure level
Fund Size
Assets under management
Investment Timing Insights
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
Compare with similar funds in ELSS category
SBI Tax Advantage Fund-Series III-Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV |
|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.09 |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1575.49 |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1496.80 |
| HDFC ELSS Tax Saver Fund (G) | ₹1456.73 |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1066.44 |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹959.28 |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹555.19 |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹554.62 |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹518.69 |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹478.67 |
Category Average Returns
R Srinivasan
A seasoned investment professional with over 12 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.