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SBI Long Term Advantage Fund Series IV Direct Growth+0.72%

79.71%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
All

Fund Details

SBI Long Term Advantage Fund Series IV Direct Growth

RiskVery High
Min SIP AmountNot Supported
Expense Ratio0.87%
NAV₹21.39 (16 Apr 2021)
Fund Started31 Mar 2017
Fund Size157 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
79.7%
17.1%
-
14.9%
Category Average
72.5%
6.9%
15.7%
-
Rank Within Category
10
2
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 79.7% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity5.6%
Rajratan Global Wire Ltd.AutomobileEquity5.5%
Hatsun Agro Products Ltd.FMCGEquity4.9%
Ratnamani Metals & Tubes Ltd.MetalsEquity4.9%
Bajaj Finance Ltd.FinancialEquity4.3%
MM Forgings Ltd.MetalsEquity4.1%
Wabco India Ltd.AutomobileEquity3.8%
Garware Technical Fibres Ltd.TextilesEquity3.6%
JMC Projects (India) Ltd.ConstructionEquity3.4%
Kotak Mahindra Bank Ltd.FinancialEquity3.4%
See All

Fund Managers

SBI Long Term Advantage Fund Series IV Direct Growth Details

SBI Long Term Advantage Fund Series IV Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹157 Cr and the Latest NAV as of 16 Apr 2021 is ₹21.39.

The SBI Long Term Advantage Fund Series IV Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500.

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.

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)

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
SBI Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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