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SBI Long Term Advantage Fund Series V Regular Growth+0.33%

16.26%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
All

Fund Details

SBI Long Term Advantage Fund Series V Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.36%
NAV₹12.71 (20 Jan 2021)
Fund Started27 Mar 2018
Fund Size371 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.3%
-
-
-0.2%
Category Average
20.9%
3.1%
17.6%
-
Rank Within Category
15
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Would have become
0
with 16.3% returns per annum

Comparison

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

Top Holdings

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Neogen Chemicals Ltd.ChemicalsEquity3.6%
Reliance Industries Ltd.EnergyEquity3.5%
Bharti Airtel Ltd.CommunicationEquity3.1%
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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%.

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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