SBI Long Term Advantage Fund - Series V - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 26.75 | 15.91 | 17.46 | N/A |
Average Rolling Returns(%) | 17.07 | 19.30 | 14.44 | N/A |
The Current NAV of SBI Long Term Advantage Fund - Series V - Growth - Direct Plan is ₹21.73.
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 V - Growth - Direct Plan fund’s expense ratio is N/A
The process for redemption is
The AUM of SBI Long Term Advantage Fund - Series V - Growth - Direct Plan is currently ₹290 Crores.
The Top three stocks are ICICI Bank, SBI and Bharti Airtel and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 41% and 65% of fund’s portfolio respectively.
Top three sectors of SBI Long Term Advantage Fund - Series V - Growth - Direct Plan fund are BFSI, Miscellaneous and Telecom accounting for 59% 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 V - Growth - Direct Plan Fund is Equity - ELSS.
R. Srinivasan manages the SBI Long Term Advantage Fund - Series V - Growth - Direct Plan Fund.
SBI Long Term Advantage Fund - Series V - Growth - Direct Plan current PE ratio is 34.50 and PB ratio is 6.58
The asset allocation of SBI Long Term Advantage Fund - Series V - Growth - Direct Plan is Stocks : 92.92%, Debt : 7.08% and Gold : 0%
The minimum SIP amount for SBI Long Term Advantage Fund - Series V - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
The exit load for SBI Long Term Advantage Fund - Series V - Growth - Direct Plan is N/A