SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 35.23 | 26.38 | 28.65 | N/A |
Average Rolling Returns(%) | 26.41 | 27.64 | 22.96 | N/A |
The Current NAV of SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan is ₹41.18.
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 IV - Growth - Direct Plan fund’s expense ratio is N/A
The process for redemption is
The AUM of SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan is currently ₹199 Crores.
The Top three stocks are ICICI Bank, Bharti Airtel and SBI and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 33% and 53% of fund’s portfolio respectively.
Top three sectors of SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan fund are BFSI, FMCG and Consumer Durables 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 IV - Growth - Direct Plan Fund is Equity - ELSS.
R. Srinivasan and Nidhi Chawla manage the SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan Fund.
SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan current PE ratio is 44.77 and PB ratio is 6.97
The asset allocation of SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan is Stocks : 95.30%, Debt : 4.71% and Gold : 0%
The minimum SIP amount for SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
The exit load for SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan is N/A