6M
1Y
3Y
All
Fund Details
SBI Long Term Advantage Fund Series IV Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.87% |
| NAV | ₹17.90 (20 Apr 2021) |
|---|---|
| Fund Started | 31 Mar 2017 |
| Fund Size | ₹157 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
72.0%
16.5%
-
-6.2%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
7
2
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 72.0% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.6% |
| Rajratan Global Wire Ltd. | Automobile | Equity | 5.5% |
| Hatsun Agro Products Ltd. | FMCG | Equity | 4.9% |
| Ratnamani Metals & Tubes Ltd. | Metals | Equity | 4.9% |
| Bajaj Finance Ltd. | Financial | Equity | 4.3% |
| MM Forgings Ltd. | Metals | Equity | 4.1% |
| Wabco India Ltd. | Automobile | Equity | 3.8% |
| Garware Technical Fibres Ltd. | Textiles | Equity | 3.6% |
| JMC Projects (India) Ltd. | Construction | Equity | 3.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.4% |
See All
Fund Managers
R. Srinivasan
Nidhi Chawla
SBI Long Term Advantage Fund Series IV Direct IDCW Details
SBI Long Term Advantage Fund Series IV Direct IDCW is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 31 Mar 2017. Rama Iyer Srinivasan, Nidhi Chawla is the Current Fund Manager of SBI Long Term Advantage Fund Series IV Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹157 Cr and the Latest NAV as of 20 Apr 2021 is ₹17.90.
The SBI Long Term Advantage Fund Series IV Direct IDCW is rated Very 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
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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
29 Jun 1987
E-mail
partnerforlife@sbimf.comWebsite
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Asset Management Company
Custodian
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Registrar & Transfer Agent
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Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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