SBI Long Term Advantage Fund - Series IV Add to compare
12.7853
0.0574
(0.45%)
1 day change as on 16 Apr 2019
Investment Info
Investment Objective: The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund Type Entry Load Average Asset Size (Rs cr.)
Close Ended Nil 139.78
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 500
Launch Date Fund Manager Last Dividend
31-03-2017 Rama Iyer Srinivasan,Nidhi Chawla 0.00
Benchmark Email / Website Bonus
S&P BSE 500 partnerforlife@sbimf.com / www.sbimf.com
AMC Name
SBI Funds Management Private Ltd.
Peer Performance
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
SBI Long Term Advantage Fund - Series IV 145.43 2.54 4.96 7.82 -3.01 -- -- 12.77
Mirae Asset Tax Saver Fund 1839.36 2.74 7.43 13.03 9.40 21.62 -- 19.2
Canara Robeco Equity Tax Saver Fund 947.11 2.86 6.25 13.05 8.58 14.38 14.52 20.28
ICICI Prudential Long Term Equity Fund (Tax Saving) 6192.72 3.97 6.35 11.25 8.38 13.85 15.05 20.4
Kotak Taxsaver 888.42 3.05 7.00 13.31 8.22 14.77 17.11 11.78
Quantum Tax Saving Fund 79.71 2.40 5.79 9.72 7.77 13.09 13.71 18.3
Portfolio
Top 10 Holdings
Company Name Sector Name Asset %
Hatsun Agro Product Ltd. Consumer Goods 5.63
Triparty Repo Current Assets 5.06
J K Cement Ltd. Cement & Cement Products 4.77
Bajaj Finance Ltd. Financial Services 4.16
Dixon Technologies (India) Ltd. Consumer Goods 3.56
 
Company Name Sector Name Asset %
Tube Investments of India Ltd. Automobile 3.43
Blue Star Ltd. Consumer Goods 3.26
V2 Retail Limited. Consumer Goods 2.84
Techno Electric & Engineering Company Ltd Construction 2.45
N H P C Ltd. Energy 2.21
AUM Movement
Asset Allocation