SBI Long Term Advantage Fund - Series II - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 35.61 | 23.05 | 23.72 | N/A |
Average Rolling Returns(%) | 20.08 | 16.81 | 15.53 | N/A |
The Current NAV of SBI Long Term Advantage Fund - Series II - Regular Plan - Growth is ₹37.50.
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 - Regular Plan - Growth fund’s expense ratio is 2.70%
The process for redemption is
The AUM of SBI Long Term Advantage Fund - Series II - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Equity - ELSS.
R. Srinivasan and Richard Dsouza manage the SBI Long Term Advantage Fund - Series II - Regular Plan - Growth Fund.
SBI Long Term Advantage Fund - Series II - Regular Plan - Growth current PE ratio is 48.43 and PB ratio is 7.62
The asset allocation of SBI Long Term Advantage Fund - Series II - Regular Plan - Growth is Stocks : 97.05%, Debt : 2.94% and Gold : 0%
The minimum SIP amount for SBI Long Term Advantage Fund - Series II - Regular Plan - Growth is N/A and minimum lumpsum is ₹500.00
The exit load for SBI Long Term Advantage Fund - Series II - Regular Plan - Growth is N/A