SBI Long Term Advantage Fund - Series IV (G)

SBI Long Term Advantage Fund - Series IV (G)

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

2.75%

Expense Ratio

₹227 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
25.03%
16.02%
27.41%
22.33%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Long Term Advantage Fund - Series IV (G)
25.03%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
54.05%

Holdings

Holdings
Sector Wise
St Bk of India
8.05%
TREPS
7.55%
Rajratan Global
6.17%
Ratnamani Metals
5.64%
Sheela Foam
5.48%

Fund Manager

R
R Srinivasan
N
Nidhi Chawla