Fund Details
SBI Long Term Advantage Fund Series IV Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.37% |
| NAV | ₹20.50 (19 Apr 2021) |
|---|---|
| Fund Started | 31 Mar 2017 |
| Fund Size | ₹157 Cr |
Returns
Comparison
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
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.6% |
| Rajratan Global Wire Ltd. | Automobile | Equity | 5.5% |
| Hatsun Agro Products Ltd. | FMCG | Equity | 4.9% |
| Ratnamani Metals & Tubes Ltd. | Metals | Equity | 4.9% |
| Bajaj Finance Ltd. | Financial | Equity | 4.3% |
| MM Forgings Ltd. | Metals | Equity | 4.1% |
| Wabco India Ltd. | Automobile | Equity | 3.8% |
| Garware Technical Fibres Ltd. | Textiles | Equity | 3.6% |
| JMC Projects (India) Ltd. | Construction | Equity | 3.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.4% |
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 ₹157 Cr and the Latest NAV as of 19 Apr 2021 is ₹20.50.
The SBI Long Term Advantage Fund Series IV Regular 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%.
