FAQ : SBI Long Term Advantage Fund - Series V - Growth - Direct Plan

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

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