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SBI Long Term Advantage Fund Series IV Regular Growth+0.58%

31.17%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
All

Fund Details

SBI Long Term Advantage Fund Series IV Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.38%
NAV₹19.22 (20 Jan 2021)
Fund Started31 Mar 2017
Fund Size155 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
31.2%
10.7%
-
18.6%
Category Average
20.9%
3.1%
17.6%
-
Rank Within Category
4
3
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 31.2% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity5.7%
Hatsun Agro Products Ltd.FMCGEquity5.0%
MM Forgings Ltd.MetalsEquity4.9%
Ratnamani Metals & Tubes Ltd.MetalsEquity4.5%
Hawkins Cookers Ltd.Cons DurableEquity4.4%
Bajaj Finance Ltd.FinancialEquity4.3%
Divi's Laboratories Ltd.HealthcareEquity4.1%
Kotak Mahindra Bank Ltd.FinancialEquity3.8%
Blue Star Ltd.Cons DurableEquity3.8%
Info Edge (India) Ltd.ServicesEquity3.7%
See All

Fund Managers

SBI Long Term Advantage Fund Series IV Regular Growth Details

SBI Long Term Advantage Fund Series IV Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹155 Cr and the Latest NAV as of 20 Jan 2021 is ₹19.22.

The SBI Long Term Advantage Fund Series IV Regular Growth is rated Moderately 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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