SBI Long Term Advantage Fund Series I Regular Dividend-0.95%

7.67%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
5Y
All

Fund Details

SBI Long Term Advantage Fund Series I Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.40%
NAV12.14 (26 Oct 2020)
Fund Started04 Feb 2015
Fund Size29 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Long Term Advantage Fund Series I Regular Dividend
7.7%
0.3%
7.1%
6.6%
Category Average
4.1%
-1.8%
10.1%
-
Rank within category
8
9
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 7.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity10.1%
    Tube Investments Of India Ltd.AutomobileEquity6.9%
    Hatsun Agro Products Ltd.FMCGEquity6.6%
    Neogen Chemicals Ltd.ChemicalsEquity5.5%
    HDFC Bank Ltd.FinancialEquity5.1%
    Elgi Equipments Ltd.EngineeringEquity5.1%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity4.5%
    Larsen & Toubro Ltd.ConstructionEquity4.2%
    Camlin Fine Sciences Ltd.ChemicalsEquity4.1%
    Tata Consultancy Services Ltd.TechnologyEquity3.7%
    See All

    SBI Long Term Advantage Fund Series I Regular Dividend Details

    SBI Long Term Advantage Fund Series I Regular Dividend is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 04 Feb 2015. Rama Iyer Srinivasan, Nidhi Chawla is the Current Fund Manager of SBI Long Term Advantage Fund Series I Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹29 Cr and the Latest NAV as of 26 Oct 2020 is ₹12.14.

    The SBI Long Term Advantage Fund Series I Regular Dividend is rated Moderately High risk.

    Investment Objective

    The scheme seeks 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.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    SBI Long Term Advantage Fund Series I Regular Dividend
    VS
    search

    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Similar Funds
    Data not available