SBI Long Term Advantage Fund Series V Regular Plan Growth

• Alpha 0.29%
• Beta 0.95
• Sharpe Ratio1.20
• Std Deviation 13.67%
• 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 387.55 crores & has delivered CAGR of 24.35% 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 Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Deepak Fertilisers & Petrochemicals Corporation Ltd, Treps & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Chemical Manufacturing & Auto & Truck Manufacturers.

Some of the similar funds are SBI Long Term Advantage Fund Series V Regular Plan Growth, SBI Long Term Advantage Fund Series VI Regular Plan Growth, ITI ELSS Tax Saver Fund Regular Growth, WhiteOak Capital ELSS Tax Saver Fund Regular Growth, NJ ELSS Tax Saver Scheme Regular Growth. SBI Long Term Advantage Fund Series V Regular Plan Growth has a sharpe ratio of 1.20 & a standard deviation of 13.67%.