SBI Long Term Advantage Fund Series IV Regular Plan Growth

• Alpha 11.05%
• Beta 1.02
• Sharpe Ratio0.62
• Std Deviation 13.41%
• Tracking Error 11.18%

"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 IV Regular Plan Growth has an AUM of 203.68 crores & has delivered CAGR of 24.96% 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 IV Regular Plan Growth is Rs 500 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 Tenneco Clean Air India, Bajaj Finance, HDFC Bank & Infosys.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Auto & Truck Parts.

Some of the similar funds are SBI Long Term Advantage Fund Series IV Regular Plan Growth, JM Tax Gain Fund - Growth, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option, Samco ELSS Tax Saver Fund Regular Growth, Navi ELSS Tax Saver Nifty 50 Index Fund Regular Growth. SBI Long Term Advantage Fund Series IV Regular Plan Growth has a sharpe ratio of 0.62 & a standard deviation of 13.41%.