SBI Long Term Advantage Fund Series II Regular Growth

• Alpha 4.73%
• Beta 0.97
• Sharpe Ratio1.41
• Std Deviation 11.46%
• Tracking Error 7.10%

"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."

The SBI Long Term Advantage Fund Series II Regular Growth has an AUM of 37.72 crores & has delivered CAGR of 22.31% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.00%. The minimum investment in SBI Long Term Advantage Fund Series II Regular Growth is Rs 500 and the minimum SIP is Rs 0.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Reliance Industries, Treps, HDFC Bank & Zomato.

The major sectors where the fund is invested are Oil & Gas Operations, Recreational Products, Regional Banks & Construction Services.

Some of the similar funds are Sundaram Long Term Tax Advantage Fund Series III Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth, SBI Long Term Advantage Fund Series II Regular Growth, Navi ELSS Tax Saver Nifty 50 Index Fund Regular Growth. SBI Long Term Advantage Fund Series II Regular Growth has a sharpe ratio of 1.41 & a standard deviation of 11.46%.