Home>Mutual Funds>SBI Mutual Fund>SBI Long Term Advantage Fund Series IV Direct Growth

SBI Long Term Advantage Fund Series IV Direct Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
38.97%
3Y annualised
-0.03% 1D
1M
6M
1Y
3Y
All
NAV: 22 Oct 2021₹31.92
Min. SIP amountNA
Rating2star
Fund size₹197.77 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA106.3%39.0%29.0%
Category averageNA75.7%16.1%NA
Rank with in categoryNA52NA
Understand termsinfo

Holdings (28)

NameSectorInstrumentAssets
State Bank of India
FinancialEquity8.0%
AutomobileEquity6.3%
FMCGEquity5.6%
FinancialEquity4.8%
Ratnamani Metals & Tubes Ltd.
MetalsEquity4.4%
ConstructionEquity4.0%
ChemicalsEquity3.9%
ChemicalsEquity3.7%
Aditya Birla Sun Life AMC Ltd.
FinancialEquity3.5%
G R Infraprojects Ltd.
ConstructionEquity3.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.90%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Fund house & investment objective

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Fund house contact details

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