SBI Long Term Advantage Fund Series III Regular Plan Growth

• Alpha 4.85%
• Beta 0.97
• Sharpe Ratio1.48
• Std Deviation 12.87%
• Tracking Error 7.16%

"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 SBI Long Term Advantage Fund Series III Regular Plan Growth has an AUM of 58.02 crores & has delivered CAGR of 23.02% 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 III Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 0.

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

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

The major sectors where the fund is invested are Misc. Capital Goods, Regional Banks, Recreational Products & Trucking.

Some of the similar funds are SBI Long Term Advantage Fund Series III Regular Plan Growth, Bank of India Midcap Tax Fund Series 1 Regular Growth, Navi ELSS Tax Saver Fund Regular Growth, Samco ELSS Tax Saver Fund Regular Growth, 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular Growth. SBI Long Term Advantage Fund Series III Regular Plan Growth has a sharpe ratio of 1.48 & a standard deviation of 12.87%.