SBI Long Term Advantage Fund
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Min SIP
500
Min Lumpsum
1.75 %
Expense Ratio
Rating
168
Fund Size (in Cr)
6 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--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.5% | 42.8% | 20.6% | 21.8% | ||||
| Category Average | 15.6% | 30.1% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
St Bk of India
ICICI Bank
HDFC Bank
Bharti Airtel
Blue Star
Others
Advance Ratio
0.14
Alpha
3.66
SD
0.7
Beta
0.17
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
-
- Equity .
- ELSS .
-
- 4,740
-
18.1%Fund Size - 4,740
-
32.3%Fund Size - 4,740
-
11.8%Fund Size - 4,740
-
- Equity .
- ELSS .
-
- 11,451
-
15.7%Fund Size - 11,451
-
32%Fund Size - 11,451
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8.3%Fund Size - 11,451
-
- Equity .
- ELSS .
-
- 3,559
-
20.5%Fund Size - 3,559
-
31.2%Fund Size - 3,559
-
15.6%Fund Size - 3,559
-
- Equity .
- ELSS .
-
- 966
-
16.1%Fund Size - 966
-
29.9%Fund Size - 966
-
11.2%Fund Size - 966
-
- Equity .
- ELSS .
-
- 10,161
-
14.8%Fund Size - 10,161
-
28.4%Fund Size - 10,161
-
12.9%Fund Size - 10,161
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 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 ?
You can invest in SBI Long Term Advantage Fund 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 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 ?
The NAV of SBI Long Term Advantage Fund is ₹33.6 as of 26 May 2023.
How to redeem SBI Long Term Advantage Fund 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?
The top stock holdings of SBI Long Term Advantage Fund are
- St Bk of India - 8.58%
- ICICI Bank - 8.17%
- HDFC Bank - 7.01%
- Bharti Airtel - 6.17%
- Blue Star - 6.15%
How much returns have SBI Long Term Advantage Fund generated ?
The SBI Long Term Advantage Fund has delivered 21.8% since inception
What is the expense ratio of SBI Long Term Advantage Fund ?
The expense ratio of SBI Long Term Advantage Fund is 1.75 % as of 26 May 2023.
What is the AUM of SBI Long Term Advantage Fund?
The AUM of SBI Long Term Advantage Fund is ₹6,48,640 Cr as of 26 May 2023
What are the top sectors SBI Long Term Advantage Fund has invested in??
The top sectors SBI Long Term Advantage Fund has invested in are
- St Bk of India - 8.58%
- ICICI Bank - 8.17%
- HDFC Bank - 7.01%
- Bharti Airtel - 6.17%
- Blue Star - 6.15%