SBI Long Term Advantage Fund Series II Direct Growth+0.54%

2Groww
-6.85%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
3Y
All

Fund Details

SBI Long Term Advantage Fund Series II Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.76%
NAV13.0 (23 Aug 2019)
Fund Started25 Mar 2015
Fund Size27 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Long Term Advantage Fund Series II Direct Growth
-6.8%
4.2%
NA
6.2%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
4
3
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -6.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Hatsun Agro Products Ltd.FMCGEquity7.9%
    Info Edge (India) Ltd.ServicesEquity7.2%
    Bharti Airtel Ltd.CommunicationEquity6.7%
    State Bank of IndiaFinancialEquity6.2%
    HDFC Bank Ltd.FinancialEquity5.7%
    Multi Commodity Exchange IndiaFinancialEquity5.1%
    Neogen Chemicals Ltd.ChemicalsEquity5.0%
    Tube Investments Of India Ltd.AutomobileEquity4.4%
    Shanthi Gears Ltd.AutomobileEquity4.2%
    Larsen & Toubro Ltd.ConstructionEquity3.9%
    See All

    Fund Managers

    addRichard D'souza

    Other Details

    SBI Long Term Advantage Fund Series II Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 25 Mar 2015. Rama Iyer Srinivasan, Nidhi Chawla is the Current Fund Manager of SBI Long Term Advantage Fund Series II Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹27 Cr and the Latest NAV as of 23 Aug 2019 is ₹13.0.

    The SBI Long Term Advantage Fund Series II Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The objective of the scheme is to provide the investors an opportunity to earn, in accordance with their requirements, through capital gains or through regular dividends, returns that would be higher than the returns offered by comparable investment avenues through investment in debt & money market securities.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    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
    28 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,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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