SBI Long Term Advantage Fund

Equity | ELSS Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹- ₹500 1.75 % 0★ ₹180 6 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹- ₹500 1.75 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹180 Cr 6 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 05 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 8.5% 32.7% 20.5% 23.8%
Category Average 11.1% 19.5% 13.6% -

Scheme Allocation

Holding
Sector
Asset
St Bk of India
7.93%
ICICI Bank
7.54%
TREPS
6.25%
Bharti Airtel
5.98%
HDFC Bank
5.79%
Others
66.51%
Banks
23.9%
Finance
12.8%
Consumer Durables
7.78%
Debt
7%
Construction & Others
6.51%
Others
42.01%
Equity
93.19%
Reverse Repos
6.25%
Corporate Debentures
0.75%
Net Curr Ass/Net Receivables
-0.19%

Fund House Details

SBI Mutual Fund

SBI Long Term Advantage Fund

Fund Manager
R Srinivasan

Exit Load

Exit Load Nil

Advance Ratio

0.01 0.96 0.69 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

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"
The SBI Long Term Advantage Fund has delivered 23.8% since inception
The NAV of SBI Long Term Advantage Fund is ₹33.6 as of 05 December 2022.
The expense ratio of SBI Long Term Advantage Fund is 1.75 % as of 05 December 2022.
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”.
Invest Now