| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.38% |
| NAV | ₹13.49 (09 Jul 2020) |
|---|---|
| Fund Started | 31 Mar 2017 |
| Fund Size | ₹132 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.4% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 6.2% |
| Avenue Supermarts Ltd. | Services | Equity | 5.2% |
| Hawkins Cookers Ltd. | Cons Durable | Equity | 5.0% |
| Bharti Airtel Ltd. | Communication | Equity | 4.9% |
| Hatsun Agro Products Ltd. | FMCG | Equity | 4.6% |
| Garware Technical Fibres Ltd. | Textiles | Equity | 4.4% |
| Bajaj Finance Ltd. | Financial | Equity | 4.0% |
| Page Industries Ltd. | Textiles | Equity | 3.9% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 3.8% |
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 ₹132 Cr and the Latest NAV as of 09 Jul 2020 is ₹13.49.
The SBI Long Term Advantage Fund Series IV Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.
The investment objective of the scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be realized.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.