SBI Long Term Advantage Fund – Series IV -Dir Growth
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Min SIP
500
Min Lumpsum
1.75 %
Expense Ratio
Rating
184
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
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Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 19% | 31.3% | 26.4% | 23% | ||||
| Category Average | 13.4% | 19.8% | 16% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
12.03
Alpha
4.7
SD
0.88
Beta
1.93
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The Investment Objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity-related instruments of companies along with income tax benefit.
Fund Managers
R Srinivasan
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- ELSS .
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- 12,323
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16.6%Fund Size - 12,323
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24.1%Fund Size - 12,323
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13.1%Fund Size - 12,323
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- Equity .
- ELSS .
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- 5,224
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19.1%Fund Size - 5,224
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23.7%Fund Size - 5,224
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16.4%Fund Size - 5,224
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- Equity .
- ELSS .
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- 4,122
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16.1%Fund Size - 4,122
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22%Fund Size - 4,122
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18.2%Fund Size - 4,122
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- Equity .
- ELSS .
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- 1,061
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14.3%Fund Size - 1,061
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20.8%Fund Size - 1,061
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15.3%Fund Size - 1,061
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- Equity .
- ELSS .
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- 11,062
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14.5%Fund Size - 11,062
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20.8%Fund Size - 11,062
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15.7%Fund Size - 11,062
AMC Contact Details
SBI Mutual Fund
AUM:
8,28,312 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
Frequently Asked Questions
How to invest in SBI Long Term Advantage Fund – Series IV -Dir Growth ?
You can invest in SBI Long Term Advantage Fund – Series IV -Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Long Term Advantage Fund – Series IV -Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Long Term Advantage Fund – Series IV -Dir Growth ?
The NAV of SBI Long Term Advantage Fund – Series IV -Dir Growth is ₹39.8 as of 30 November 2023.
How to redeem SBI Long Term Advantage Fund – Series IV -Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of SBI Long Term Advantage Fund – Series IV -Dir Growth?
The top stock holdings of SBI Long Term Advantage Fund – Series IV -Dir Growth are
- ICICI Bank - 7.45%
- Bharti Airtel - 6.45%
- Muthoot Finance - 6.34%
- GKW - 5.66%
- HDFC Bank - 5.61%
How can I redeem my investments in SBI Long Term Advantage Fund – Series IV -Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Long Term Advantage Fund – Series IV -Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Long Term Advantage Fund – Series IV -Dir Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have SBI Long Term Advantage Fund – Series IV -Dir Growth generated ?
The SBI Long Term Advantage Fund – Series IV -Dir Growth has delivered 23% since inception
What is the expense ratio of SBI Long Term Advantage Fund – Series IV -Dir Growth ?
The expense ratio of SBI Long Term Advantage Fund – Series IV -Dir Growth is 1.75 % as of 30 November 2023.
What is the AUM of SBI Long Term Advantage Fund – Series IV -Dir Growth?
The AUM of SBI Long Term Advantage Fund – Series IV -Dir Growth is ₹8,28,312 Cr as of 30 November 2023
What are the top sectors SBI Long Term Advantage Fund – Series IV -Dir Growth has invested in?
The top sectors SBI Long Term Advantage Fund – Series IV -Dir Growth has invested in are
- Banks - 22.59%
- Finance - 14.01%
- Consumer Durables - 8.49%
- Debt - 7.79%
- Telecom-Services - 6.45%
Can I make investments in both the SIP and Lump Sum schemes of SBI Long Term Advantage Fund – Series IV -Dir Growth?
Yes, You can select both SIP or Lumpsum investment of SBI Long Term Advantage Fund – Series IV -Dir Growth based on your investment objective and risk tolerance.