SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 38.22 | 26.92 | 28.5 | N/A |
Average Rolling Returns(%) | 25.98 | 26.90 | 22.69 | N/A |
The Current NAV of SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth is ₹42.05.
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 - Regular Plan - Growth fund’s expense ratio is N/A
The process for redemption is
The AUM of SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth is currently ₹214 Crores.
The Top three stocks are ICICI Bank, Bharti Airtel and GKW and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 59% of fund’s portfolio respectively.
Top three sectors of SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth fund are BFSI, FMCG and Consumer Durables accounting for 51% 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 - Regular Plan - Growth Fund is Equity - ELSS.
R. Srinivasan and Nidhi Chawla manage the SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth Fund.
SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth current PE ratio is 43.99 and PB ratio is 6.97
The asset allocation of SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth is Stocks : 97.62%, Debt : 2.39% and Gold : 0%
The minimum SIP amount for SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth is N/A and minimum lumpsum is ₹500.00
The exit load for SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth is N/A