Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elssDirect
SBI Tax Advantage Fund-Series- III - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
3Y ago₹1.83 L
5Y ago₹3.35 L
Every metric, side-by-side
marks the winner per row.
| Metric | SBI Tax Advantage Fund-Series- … |
|---|---|
| Fund house | SBI Mutual Fund |
| Category | ELSS |
| Plan | Direct |
| Latest NAV | ₹63.5807 |
| Assets managed (AUM) | — |
| 1M return | -0.08% |
| 6M return | 7.17% |
| 1Y return | 32.02% |
| 3Y CAGR | 22.27% |
| 5Y CAGR | 27.37% |
| Since inception CAGR | 15.68% |
| Bumpiness · 3Y (annualised σ) | 12.17 |
| Worst drop ever | -33.82% |
| Sharpe · 3Y (rf=6%) | 1.19 |