elssHigh risk

SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option

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 26 Dec 2017.

Latest price per unit

₹79.834

▲ 0.02% today

As of 27 Mar 2024 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.32 L

▲ ₹31.9k gain · 31.9% / year

Invested 3 years ago

₹1.83 L

▲ ₹82.8k gain · 22.3% / year

Invested 5 years ago

₹3.35 L

▲ ₹2.35 L gain · 27.4% / 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

12.2%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-31.37%

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 year31.94%

CAGR — 3 years22.27%

CAGR — 5 years27.37%

CAGR — since launch19.95%

Volatility — 1 year (annualised)8.12%

Volatility — 3 years (annualised)12.17%

Max drawdown — 1 year-5.20%

Max drawdown — 3 years-13.07%

Sharpe ratio — 1 year (rf=6%)2.79

Sharpe ratio — 3 years (rf=6%)1.19

Fund info

Fund house: SBI Mutual Fund
Category: ELSS
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 126279
First price on record: 26 Dec 2017 · 1,412 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.