SBI Long Term Advantage Fund - Series II - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 40.37 | 23.26 | 22.81 | N/A |
Average Rolling Returns(%) | 20.74 | 17.42 | 16.23 | N/A |
The Current NAV of SBI Long Term Advantage Fund - Series II - Growth - Direct Plan is ₹40.93.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark S&P BSE 500 returns, as Funds portfolio is significantly different.
SBI Long Term Advantage Fund - Series II - Growth - Direct Plan fund’s expense ratio is 2.65%
The process for redemption is
The AUM of SBI Long Term Advantage Fund - Series II - Growth - Direct Plan is currently ₹38 Crores.
The Top three stocks are Reliance Industries, HDFC Bank and Zomato and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 53% of fund’s portfolio respectively.
Top three sectors of SBI Long Term Advantage Fund - Series II - Growth - Direct Plan fund are BFSI, Auto and Oil & Gas accounting for 47% of the total portfolio.
Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Long Term Advantage Fund - Series II - Growth - Direct Plan Fund is Equity - ELSS.
R. Srinivasan and Richard Dsouza manage the SBI Long Term Advantage Fund - Series II - Growth - Direct Plan Fund.
SBI Long Term Advantage Fund - Series II - Growth - Direct Plan current PE ratio is 48.89 and PB ratio is 8.31
The asset allocation of SBI Long Term Advantage Fund - Series II - Growth - Direct Plan is Stocks : 93.63%, Debt : 6.38% and Gold : 0%
The minimum SIP amount for SBI Long Term Advantage Fund - Series II - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
The exit load for SBI Long Term Advantage Fund - Series II - Growth - Direct Plan is N/A