Fund Details
SBI Long Term Advantage Fund Series I Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.39% |
| NAV | ₹20.87 (22 Jun 2021) |
|---|---|
| Fund Started | 04 Feb 2015 |
| Fund Size | ₹37 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. Exit load is zero
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Gland Pharma Ltd. | Healthcare | Equity | 6.2% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 5.9% |
| Elgi Equipments Ltd. | Engineering | Equity | 5.8% |
| HDFC Bank Ltd. | Financial | Equity | 5.6% |
| Reliance Industries Ltd. | Energy | Equity | 5.6% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.3% |
| Tube Investments Of India Ltd. | Automobile | Equity | 5.3% |
| ICICI Bank Ltd. | Financial | Equity | 5.1% |
| Camlin Fine Sciences Ltd. | Chemicals | Equity | 5.0% |
| MTAR Technologies Ltd. | Services | Equity | 4.6% |
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 ₹37 Cr and the Latest NAV as of 22 Jun 2021 is ₹20.87.
The SBI Long Term Advantage Fund Series I Regular Growth is rated Very 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%.
