Fund Details
SBI Long Term Advantage Fund Series V Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.36% |
| NAV | ₹12.71 (20 Jan 2021) |
|---|---|
| Fund Started | 27 Mar 2018 |
| Fund Size | ₹371 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 11.1% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 6.9% |
| ICICI Bank Ltd. | Financial | Equity | 6.6% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 5.9% |
| State Bank of India | Financial | Equity | 4.2% |
| Colgate-Palmolive (India) Ltd. | FMCG | Equity | 4.0% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.8% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 3.6% |
| Reliance Industries Ltd. | Energy | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
Fund Managers
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 ₹371 Cr and the Latest NAV as of 20 Jan 2021 is ₹12.71.
The SBI Long Term Advantage Fund Series V Regular Growth is rated Moderately 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%.
