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

49.44%
1 Year Return
Equity
ELSS
3.0star
3Y Lock inlock
6M
1Y
3Y
All

Fund Details

SBI Long Term Advantage Fund Series V Regular Growth

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%
-
-0.2%
Category Average
75.7%
16.1%
16.6%
-
Rank Within Category
19
9
-
-
*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
1. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Age is less than 3 years
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns

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 Growth Details

SBI Long Term Advantage Fund Series V Regular Growth 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 Growth 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 Growth 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.

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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SBI Long Term Advantage Fund Series V Regular Growth
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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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