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SBI Long Term Advantage Fund Series V Regular IDCW-0.24%

47.34%
1 Year Return
Equity
ELSS
6M
1Y
3Y
All

Fund Details

SBI Long Term Advantage Fund Series V Regular IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.35%
NAV₹12.97 (20 Apr 2021)
Fund Started27 Mar 2018
Fund Size394 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
47.3%
8.5%
-
6.4%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
25
8
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 47.3% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity10.2%
ICICI Bank Ltd.FinancialEquity7.1%
Divi's Laboratories Ltd.HealthcareEquity6.1%
State Bank of IndiaFinancialEquity5.5%
Dixon Technologies (India) Ltd.EngineeringEquity4.5%
HCL Technologies Ltd.TechnologyEquity4.4%
Infosys Ltd.TechnologyEquity3.6%
Tata Consultancy Services Ltd.TechnologyEquity3.6%
Hindalco Industries Ltd.MetalsEquity3.5%
Page Industries Ltd.TextilesEquity3.1%
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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 ₹394 Cr and the Latest NAV as of 20 Apr 2021 is ₹12.97.

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
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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