- Mutual Funds
- SBI Mutual Fund
- SBI Long Term Advantage Fund Series VI (Growth)
SBI Long Term Advantage Fund Series VI (Growth)
₹ 28.1338
NAV (Apr 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.1338
NAV (Apr 25)
Fund Returns
Last 1Y | 51.5% |
Last 3Y | 25.4% |
Last 5Y | 21.8% |
Last 10Y | NA |
Since Inception | 19.5% |
6 Month CAGR | 23.3% |
Scheme Information
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 (6y ago) | Jul 17, 2018 |
AUM in Crores | 275.014 |
ISIN | INF200KA1TM5 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 12.6 |
Standard Deviation (5yr) | 18.9 |
Beta (3yr) | 0.82 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 1.266 |
Sharpe Ratio (5yr) | 0.82 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Long Term Advantage Fund Series VI (Growth) | 12,78,090 | 5,45,478 | 21.8% | |
| 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
treps
6.5%icici bank ltd
4.4%interglobe aviation ltd
3.8%star cement ltd
3.3%bharti airtel ltd
3.2%Allocation by Sector
industrials
22.1%financial services
21.4%consumer cyclical
16.5%basic materials
12.2%healthcare
7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22.9% | 17.9% | ||
17% | 12.2% | ||
26.9% | 16.5% | ||
28.9% | 13.5% |
SBI Long Term Advantage Fund Series VI (G) Review
SBI Long Term Advantage Fund Series VI (G) is a Tax Saving Equity fund and has delivered an annualised return of 19.5% over a period of 5 years. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Anup Upadhyay.
Nav of SBI Long Term Advantage Fund Series VI (G) as of 4/25/2024 is ₹28.13 with the total AUM as of 4/26/2024 is ₹275.014. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Long Term Advantage Fund Series VI (G) was launched on Jul 17, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Long Term Advantage Fund Series VI (G) is ₹0 and you can increase this in multiples of ₹500. 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 VI (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 VI (G) is rated as a 0 fund in Equity and delivered 51.5% 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 VI (G).
Frequently Asked Questions
What is SBI Long Term Advantage Fund Series VI (G)?
How to invest in SBI Long Term Advantage Fund Series VI (G)?
You can invest in SBI Long Term Advantage Fund Series VI (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 VI (G)?
The minimum sip amount for SBI Long Term Advantage Fund Series VI (G) is ₹0. You can invest in multiples of ₹500.
Is SBI Long Term Advantage Fund Series VI (G) good to invest in?
As per Scripbox experts, SBI Long Term Advantage Fund Series VI (G) is a Not Reviewed Yet fund. You can investSBI Long Term Advantage Fund Series VI (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 VI (G)?
The expense ratio of the SBI Long Term Advantage Fund Series VI (G) is % for regular plan.