Fund Details
SBI Long Term Advantage Fund Series IV Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.38% |
| NAV | ₹19.22 (20 Jan 2021) |
|---|---|
| Fund Started | 31 Mar 2017 |
| Fund Size | ₹155 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.7% |
| Hatsun Agro Products Ltd. | FMCG | Equity | 5.0% |
| MM Forgings Ltd. | Metals | Equity | 4.9% |
| Ratnamani Metals & Tubes Ltd. | Metals | Equity | 4.5% |
| Hawkins Cookers Ltd. | Cons Durable | Equity | 4.4% |
| Bajaj Finance Ltd. | Financial | Equity | 4.3% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 4.1% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.8% |
| Blue Star Ltd. | Cons Durable | Equity | 3.8% |
| Info Edge (India) Ltd. | Services | Equity | 3.7% |
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%.
