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SBI Long Term Advantage Fund Series V (Growth)

Returns (1yr)
4.82 %
Latest NAV
10.11

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  • Tenure
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Total Investment
Wealth Gained
Total Corpus Created
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 8th of August, 06:50 PM

'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.'

Fund Managers

  • profile-pic
    Anup Upadhyay
    profile-pic
    R. Srinivasan
  • expense-ratio
    Expense Ratio
    0.0
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 274.46 Crores
    ISIN
    ISIN
    INF200KA1RU2
  • Category Risk:

    Moderately High risk

Holding Information

as on 8th of August, 06:50 PM

Top Holding

Hdfc Bank Ltd
10%
Icici Bank Ltd
6%
Reliance Industries Ltd
6%
Treps
6%
Divi's Laboratories Ltd
6%

Top Sectors

Financial Services
28%
Energy
14%
Consumer Defensive
11%
Healthcare
11%
Technology
9%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 8th of August, 06:50 PM
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  • Savings Bank
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 8th of August, 06:50 PM
Minimum SIP Amount
0
Minimum Lumpsum Amount
500
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

SBI Long Term Advantage Fund Series V Regular Plan Growth is a Tax Saving Equity fund and has delivered an annualised return of 0.0% over a period of 3 years. The fund is managed by SBI Funds Management Private Limited. The fund managers names are Anup Upadhyay, R. Srinivasan. '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.' The fund charges 0.0%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.