₹ 39.4572
NAV (Mar 28)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 39.4572
NAV (Mar 28)
Last 1Y | 35.2% |
Last 3Y | 24.2% |
Last 5Y | 26.2% |
Last 10Y | NA |
Since Inception | 21.8% |
6 Month CAGR | 7.9% |
'The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equityrelated instruments of companies along with income tax benefit.However,there can be no assurance that the investment objective of the Scheme will be realized.'
Expense Ratio | 0 |
Launched (7y ago) | Apr 07, 2017 |
AUM in Crores | 199.305 |
ISIN | INF200KA1LQ3 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 13.8 |
Standard Deviation (5yr) | 20.8 |
Beta (3yr) | 0.7 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 1.386 |
Sharpe Ratio (5yr) | 1.077 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Long Term Advantage Fund Series IV (Growth) | 14,44,876 | 7,12,264 | 26.2% | |
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.
icici bank ltd
7.9%bharti airtel ltd
7.3%state bank of india
6.4%muthoot finance ltd
5.9%gkw ltd
5.4%financial services
30.9%industrials
13.6%basic materials
12.9%communication services
11.8%consumer cyclical
9.8%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
SBI Funds Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5% | 6.5% | ||
21.5% | 17.8% | ||
16.1% | 12.2% | ||
25.3% | 16.1% | ||
5.3% | 6.9% |
SBI Long Term Advantage Fund Series IV (G) is a Tax Saving Equity fund and has delivered an annualised return of 21.8% over a period of 6 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Nidhi Chawla, R. Srinivasan.
Nav of SBI Long Term Advantage Fund Series IV (G) as of 3/28/2024 is ₹39.46 with the total AUM as of 3/29/2024 is ₹199.305. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Long Term Advantage Fund Series IV (G) was launched on Apr 07, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Long Term Advantage Fund Series IV (G) is ₹0 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 ₹500. Check your estimated returns on mutual funds by using sip calculator.
SBI Long Term Advantage Fund Series IV (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
SBI Long Term Advantage Fund Series IV (G) is rated as a 0 fund in Equity and delivered 35.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Long Term Advantage Fund Series IV (G).
What is SBI Long Term Advantage Fund Series IV (G)?
How to invest in SBI Long Term Advantage Fund Series IV (G)?
You can invest in SBI Long Term Advantage Fund Series IV (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 IV (G)?
The minimum sip amount for SBI Long Term Advantage Fund Series IV (G) is ₹0. You can invest in multiples of ₹500.
Is SBI Long Term Advantage Fund Series IV (G) good to invest in?
As per Scripbox experts, SBI Long Term Advantage Fund Series IV (G) is a Not Reviewed Yet fund. You can investSBI Long Term Advantage Fund Series IV (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 IV (G)?
The expense ratio of the SBI Long Term Advantage Fund Series IV (G) is % for regular plan.