SBI Tax Advantage Fund - Series III

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies 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 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 equity and equity-related instruments of companies along with income tax benefit. However, there can be no assurance that the investment objective of the Scheme will be realized.

Asset Allocation

Instrument Normal Allocation (% of Net Asset)  Risk Profile
Equities, cumulative preference shares and fully convertible debentures and bonds of companies

80% - 100%

High
Money Market Securities
0% - 20%
Low to Medium 
The scheme shall not invest in Derivatives. The Scheme shall not invest in Securitized Debt.

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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