SBI Long Term Advantage Fund Series V Regular Growth-0.50%

3Groww
15.49%
1 Year Return
Equity
ELSS
3.0 star
6M
1Y
All

Fund Details

SBI Long Term Advantage Fund Series V Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.36%
NAV10.52 (11 Dec 2019)
Fund Started27 Mar 2018
Fund Size317 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Long Term Advantage Fund Series V Regular Growth
15.5%
NA
NA
3.0%
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
3
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 15.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity10.4%
    ICICI Bank Ltd.FinancialEquity7.0%
    Axis Bank Ltd.FinancialEquity6.0%
    State Bank of IndiaFinancialEquity4.7%
    Colgate-Palmolive (India) Ltd.FMCGEquity4.5%
    ITC Ltd.FMCGEquity4.2%
    Larsen & Toubro Ltd.ConstructionEquity3.7%
    Divi's Laboratories Ltd.HealthcareEquity3.7%
    Bajaj Finance Ltd.FinancialEquity3.5%
    Bharti Airtel Ltd.CommunicationEquity3.4%
    See All

    Other Details

    SBI Long Term Advantage Fund Series V Regular Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 27 Mar 2018. R Srinivasan is the Current Fund Manager of SBI Long Term Advantage Fund Series V Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹317 Cr and the Latest NAV as of 11 Dec 2019 is ₹10.52.

    The SBI Long Term Advantage Fund Series V Regular Growth is rated Moderately High risk. Nil.

    Investment Objective

    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.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    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
    28 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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