SBI Long Term Advantage Fund Series IV Regular IDCW

Equity
ELSS
Very High Risk
3Y Lock In
26.49%
3Y annualised
-1.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹25.47
Min. SIP amountNot Supported
RatingNA
Fund size₹176.75Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.5%26.5%16.6%20.8%
Category average2.2%20.2%10.1%NA
Rank with in category1622NA
Understand terms

Holdings (24)

NameSectorInstrumentAssets
State Bank of IndiaFinancialEquity8.7%
ICICI Bank Ltd.FinancialEquity7.6%
HDFC Bank Ltd.FinancialEquity6.5%
Bharti Airtel Ltd.CommunicationEquity5.9%
Muthoot Finance Ltd.FinancialEquity5.4%
Rajratan Global Wire Ltd.Metals & MiningEquity5.0%
Blue Star Ltd.Consumer DiscretionaryEquity4.8%
Divi's Laboratories Ltd.HealthcareEquity4.4%
Bajaj Finance Ltd.FinancialEquity4.1%
Global Health Ltd.HealthcareEquity4.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.38%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

R. Srinivasan
Dec 2016 - Present
View details

Education
Mr. Srinivasan is M.Com and MFM.
Experience
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
Also manages these schemes

Nidhi Chawla
Nov 2017 - Present
View details

Education
Ms. Chawla holds BBS degree and has also done MBE and CFA.
Experience
She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
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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