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(%) | 36.03 | 23.47 | 24.17 | N/A |
Average Rolling Returns(%) | 20.56 | 17.32 | 16.05 | N/A |
The Current NAV of SBI Long Term Advantage Fund - Series II - Growth - Direct Plan is ₹39.06.
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, Zomato and HDFC Bank and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 55% of fund’s portfolio respectively.
Top three sectors of SBI Long Term Advantage Fund - Series II - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 49% 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 48.43 and PB ratio is 7.62
The asset allocation of SBI Long Term Advantage Fund - Series II - Growth - Direct Plan is Stocks : 97.05%, Debt : 2.94% 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