SBI Long Term Advantage Fund Series IV Direct Growth-0.74%

2Groww
-7.44%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
All

Fund Details

SBI Long Term Advantage Fund Series IV Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.75%
NAV12.4 (21 Aug 2019)
Fund Started31 Mar 2017
Fund Size141 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Long Term Advantage Fund Series IV Direct Growth
-7.4%
NA
NA
9.5%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
8
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -7.4% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.0%
    Kotak Mahindra Bank Ltd.FinancialEquity5.4%
    Hatsun Agro Products Ltd.FMCGEquity5.3%
    GKW Ltd.EngineeringEquity4.8%
    JK Cement LtdConstructionEquity4.8%
    Divi's Laboratories Ltd.HealthcareEquity4.6%
    Bajaj Finance Ltd.FinancialEquity4.6%
    State Bank of IndiaFinancialEquity4.5%
    Bharti Airtel Ltd.CommunicationEquity4.4%
    Control Print Ltd.ServicesEquity3.6%
    See All

    Other Details

    SBI Long Term Advantage Fund Series IV Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced 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 Growth.The fund currently has an Asset Under Management(AUM) of ₹141 Cr and the Latest NAV as of 21 Aug 2019 is ₹12.4.

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

    Investment Objective

    The investment objective of the scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

    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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