elssUnknown risk

SBI TAX ADVANTAGE FUND - SERIES I - DIVIDEND

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From SBI Mutual Fund. It's been running since 2 Apr 2008.

Latest price per unit

₹11.1042

▲ 73.77% today

As of 2 Apr 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹6.3k gain · 6.3% / year

Invested 3 years ago

₹1.20 L

▲ ₹20.2k gain · 6.3% / year

Invested 5 years ago

₹1.36 L

▲ ₹35.9k gain · 6.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

—

Not enough history to measure.

Worst drop ever

-49.86%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year6.33%

CAGR — 3 years6.33%

CAGR — 5 years6.33%

CAGR — since launch1.02%

Volatility — 1 year (annualised)—

Volatility — 3 years (annualised)—

Max drawdown — 1 year—

Max drawdown — 3 years—

Sharpe ratio — 1 year (rf=6%)—

Sharpe ratio — 3 years (rf=6%)—

Fund info

Fund house: SBI Mutual Fund
Category: ELSS
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 108144
First price on record: 2 Apr 2008 · 54 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.