Fund Details
SBI Long Term Advantage Fund Series I Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.40% |
| NAV | ₹18.07 (19 Jan 2021) |
|---|---|
| Fund Started | 04 Feb 2015 |
| Fund Size | ₹33 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tube Investments Of India Ltd. | Automobile | Equity | 8.5% |
| HDFC Bank Ltd. | Financial | Equity | 6.2% |
| Reliance Industries Ltd. | Energy | Equity | 5.8% |
| Elgi Equipments Ltd. | Engineering | Equity | 5.1% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 4.8% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.7% |
| Hatsun Agro Products Ltd. | FMCG | Equity | 4.2% |
| ICICI Bank Ltd. | Financial | Equity | 4.2% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.8% |
| Camlin Fine Sciences Ltd. | Chemicals | Equity | 3.8% |
Fund Managers
SBI Long Term Advantage Fund Series I Regular Growth Details
SBI Long Term Advantage Fund Series I Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 19 Jan 2021 is ₹18.07.
The SBI Long Term Advantage Fund Series I Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.
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.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
