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SBI Long Term Advantage Fund - Series IV - Reg - Growth
Goto Scheme Selection
SBI Long Term Advantage Fund - Series IV
Add to compare
13.1818
0.087
(0.66%)
1 day change as on 19 Apr 2018
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
157.62
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
146.64
3.41
-6.79
4.11
31.26
--
--
30.03
BOI AXA Tax Advantage Fund
155.66
5.29
-2.14
9.07
32.76
14.00
20.92
21.06
IDFC Tax Advantage (ELSS) Fund
1278.99
6.32
-1.84
9.20
27.07
13.29
22.95
21.11
ICICI Prudential RIGHT Fund
50.35
6.08
-2.38
8.10
23.55
11.07
24.27
18.6
Axis Long Term Equity Fund
15898.06
7.86
-1.02
7.68
23.48
10.88
24.35
19.13
Aditya Birla Sun Life Tax Savings Fund
25.57
6.17
-0.61
6.28
23.02
12.77
20.07
15.21
Chart
NAV Graph
Details >>
Portfolio
Top 10 Holdings
Company Name
Sector Name
Asset %
HDFC Bank Ltd.
Financial Services
9.9
CBLO(CCIL)
Current Assets
6.02
Control Print Ltd.
IT
5.6
LT Foods Ltd.
Consumer Goods
5.22
Divis Laboratories Ltd.
Pharma
5.2
Company Name
Sector Name
Asset %
Hatsun Agro Product Ltd.
Consumer Goods
5.19
Multi Commodity Exchange of India Ltd.
Financial Services
5.01
Garware-Wall Ropes Ltd.
Textiles
4.96
Kirloskar Oil Engines Ltd
Industrial Manufacturing
4.66
Bajaj Finance Ltd.
Financial Services
4.43
AUM Movement
/div>
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