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
107.59%
1Y return
+1.13% 1D
1M
6M
1Y
3Y
All
NAV: 29 Jul 2021₹28.86
Min. SIP AmountNA
Rating2star
Fund Size₹180.79 Cr

Holdings (27)

NameSectorInstrumentAssets
Rajratan Global Wire Ltd.AutomobileEquity8.6%
State Bank of India
FinancialEquity8.1%
Hatsun Agro Products Ltd.FMCGEquity5.2%
Brigade Enterprises Ltd.ConstructionEquity5.2%
HDFC Bank Ltd.FinancialEquity4.9%
MM Forgings Ltd.MetalsEquity4.8%
JMC Projects (India) Ltd.ConstructionEquity4.5%
Ratnamani Metals & Tubes Ltd.
MetalsEquity4.5%
Garware Technical Fibres Ltd.TextilesEquity4.1%
CSB Bank Ltd.FinancialEquity4.0%
See All

Pros and cons

Category: Equity ELSS

Pros

  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Expense ratio, exit load and tax

Expense ratio: 0.9%

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

Fund management

Fund house & investment objective

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Fund house contact details

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