- Mutual Funds
- SBI Mutual Fund
- SBI Long Term Advantage Fund Series I (G)
SBI Long Term Advantage Fund Series I (G)
₹ 43.8836
NAV (Oct 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 43.8836
NAV (Oct 3)
Fund Returns
Last 1Y | 41.4% |
Last 3Y | 23.3% |
Last 5Y | 27.4% |
Last 10Y | NA |
Since Inception | 16.5% |
6 Month CAGR | 18.7% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.4 |
Launched (0y ago) | 1.4 |
AUM in Crores | 55.1 |
ISIN | INF200K016X3 |
Lock-in | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.1 |
Beta | 0.8 |
Sharpe Ratio | 1.5 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Long Term Advantage Fund Series I (G) | 14,95,354 | 7,62,742 | 27.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
7.2%Reliance Industries Ltd.
7.2%Dixon Technologies (India) Ltd.
6.4%Zomato Ltd.
6.2%HDFC Bank Ltd.
5.7%Allocation by Sector
Financial
20.63%Capital Goods
19.75%Energy
11.48%Services
11.06%Consumer Staples
8.24%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 48,201 cr | ||
₹ 3,347 cr | ||
₹ 5,088 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.986% | 14.605% | ||
16.33% | 6.409% | ||
20.823% | 15.464% | ||
27.245% | 16.53% | ||
26.763% | 17.486% |
SBI Long Term Advantage Fund Series I (G) Review
SBI Long Term Advantage Fund Series I (G) is a Hybrid Hybrid fund and has delivered an annualised return of 16.539% over a period of 9 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is Nidhi Chawla.
Nav of SBI Long Term Advantage Fund Series I (G) as of 10/3/2024 is ₹43.88 with the total AUM as of 10/4/2024 is ₹55.0526. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Long Term Advantage Fund Series I (G) was launched on 2015-02-06. The category risk of the fund is null.
The minimum SIP amount for SBI Long Term Advantage Fund Series I (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is SBI Long Term Advantage Fund Series I (G)?
How to invest in SBI Long Term Advantage Fund Series I (G)?
You can invest in SBI Long Term Advantage Fund Series I (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Long Term Advantage Fund Series I (G)?
The minimum sip amount for SBI Long Term Advantage Fund Series I (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Long Term Advantage Fund Series I (G) good to invest in?
As per Scripbox experts, SBI Long Term Advantage Fund Series I (G) is a fund. You can investSBI Long Term Advantage Fund Series I (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Long Term Advantage Fund Series I (G)?
The expense ratio of the SBI Long Term Advantage Fund Series I (G) is 1.4% for regular plan.