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SBI Long Term Advantage Fund Series V Regular IDCW+0.17%

49.44%
1 Year Return
Equity
ELSS
3Y Lock inlock
6M
1Y
3Y
All

Fund Details

SBI Long Term Advantage Fund Series V Regular IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.27%
NAV₹14.95 (23 Jul 2021)
Fund Started27 Mar 2018
Fund Size348 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
49.4%
15.5%
-
6.4%
Category Average
75.7%
16.1%
16.6%
-
Rank Within Category
19
10
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 49.4% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.7%
State Bank of IndiaFinancialEquity7.2%
ICICI Bank Ltd.FinancialEquity7.0%
Divi's Laboratories Ltd.HealthcareEquity5.2%
Infosys Ltd.TechnologyEquity4.7%
HCL Technologies Ltd.TechnologyEquity4.3%
Steel Authority Of India Ltd.MetalsEquity4.3%
Gland Pharma Ltd.HealthcareEquity3.6%
Page Industries Ltd.TextilesEquity3.4%
Reliance Industries Ltd.EnergyEquity3.2%
See All

Fund Managers

Anup Upadhyay
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SBI Long Term Advantage Fund Series V Regular IDCW Details

SBI Long Term Advantage Fund Series V Regular IDCW is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 27 Mar 2018. R Srinivasan is the Current Fund Manager of SBI Long Term Advantage Fund Series V Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹348 Cr and the Latest NAV as of 23 Jul 2021 is ₹14.95.

The SBI Long Term Advantage Fund Series V Regular IDCW is rated Very High risk.

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.

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
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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