SBI Tax Advantage Fund - Series II

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equities & equity-related instruments of companies across large, mid and small market capitalization, along with income tax benefit.

Key Benefits

  • A 10 year close ended Equity Linked Savings Scheme
  • Dividend Option and Growth Option. Under the Dividend option, only dividend payout facility is available.
  • Liquidity only after the lock-in period of three years from the date of allotment.
  • Switch in allowed only during NFO period.
  • Switch Out from the scheme will be allowed only after the lock in period.

Who can invest?

Investors looking to invest in equities of companies across large, mid and small market capitalization, along with income tax benefit.

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Objectives

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equities & equity-related instruments of companies across large, mid and small market capitalization, along with income tax benefit.

Asset Allocation


Instrument Normal Allocation (% of Net Asset)  Risk Profile
Equities and Equity Related Instruments

80% - 100%

Medium to High
Debt and Money Market Securities
0% - 20%
Low to Medium 


Minimum Application Rs. 500/- and in multiples of Re. 500/- thereafter
Entry Load N.A.
Exit Load NIL
SIP N.A.
SWP N.A.

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