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Business News/Market/Market Stats/    SBI Long Term Advantage Fund Series VI Regular Plan Growth

SBI Long Term Advantage Fund Series VI Regular Plan Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating N.A.
  • Plan
24.39 -0.08 (-0.34%) NAV as on 08 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)255.58
  • CAGR 31.00%
  • Exit Load0.00%
  • Expense ratio0.00%
  • CategoryEquity
  • Min Investment500
  • Min SIP0
  • Launch Date2018-07-17

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 09 December 2023

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 2.33%
  • Beta 0.99
  • Sharpe Ratio1.53
  • Std Deviation 13.97%
  • Tracking Error 4.85%

About Fund

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 VI Regular Plan Growth has an AUM of 255.58 crores & has delivered CAGR of 20.26% 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 VI 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 Infosys, ICICI Bank, Utkarsh Small Finance Bank & Nuvoco Vistas Corporation.

 

The major sectors where the fund is invested are Regional Banks, Construction - Raw Materials, Personal & Household Prods. & Software & Programming.

 

Some of the similar funds are SBI Long Term Advantage Fund Series VI Regular Plan Growth, HSBC Tax Saver Equity Fund Growth, SBI Long Term Advantage Fund Series V Regular Plan Growth, Edelweiss Long Term Equity Growth, ITI Long Term Equity Fund Regular Growth. SBI Long Term Advantage Fund Series VI Regular Plan Growth has a sharpe ratio of 1.53 & a standard deviation of 13.97%.

FAQs about SBI Long Term Advantage Fund Series VI Regular Plan Growth

According to the morning star rating SBI Long Term Advantage Fund Series VI Regular Plan Growth has a Moderate risk & Exceptional return.
SBI Long Term Advantage Fund Series VI Regular Plan Growth is managed by Anup Upadhyay.
The expense ratio of SBI Long Term Advantage Fund Series VI Regular Plan Growth is 0.00%.
The 5 year annualized return on SBI Long Term Advantage Fund Series VI Regular Plan Growth is 20.26% & it has generated 31.00% in the last 1 year.
The minimum investment in SBI Long Term Advantage Fund Series VI Regular Plan Growth is 500 Rs.
SBI Long Term Advantage Fund Series VI Regular Plan Growth has an AUM of 255.58 crores.
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