MF Gyan
elssUnknown risk

SBI TAX ADVANTAGE FUND - SERIES I - GROWTH

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
₹29.3819
359.09% 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
₹1.18 L
₹18.5k gain · 18.5% / year
Invested 3 years ago
₹1.66 L
₹66.2k gain · 18.5% / year
Invested 5 years ago
₹2.33 L
₹1.33 L gain · 18.5% / 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 year18.45%
CAGR — 3 years18.45%
CAGR — 5 years18.45%
CAGR — since launch11.35%
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
Growth
ISIN (Growth)
ISIN (Div re-invest)
Fund code
108145
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.