SBI Long Term Advantage Fund Series V Regular Plan Growth

• Alpha 0.29%
• Beta 0.95
• Sharpe Ratio1.13
• Std Deviation 13.41%
• Tracking Error 5.23%

"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 V Regular Plan Growth has an AUM of 284.83 crores & has delivered CAGR of 14.05% 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 V Regular Plan 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 ICICI Bank, HDFC Bank, Bharti Airtel & ITC.

The major sectors where the fund is invested are Regional Banks, Communications Services, Consumer Financial Services & Tobacco.

Some of the similar funds are SBI Long Term Advantage Fund Series VI Regular Plan Growth, Union Tax saver (ELSS) Fund Growth, Mahindra Manulife ELSS Fund Regular Plan Growth, SBI Long Term Advantage Fund Series V Regular Plan Growth, Edelweiss Long Term Equity Growth. SBI Long Term Advantage Fund Series V Regular Plan Growth has a sharpe ratio of 1.13 & a standard deviation of 13.41%.