Expense ratio, exit load and tax
Expense ratio: 0.97%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 12 months for units beyond 8% of the investment.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Fund management
Education
Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.
Experience
Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.
Managed Schemes
Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.