Sbi Long Term Advantage Fund Series Iii Regular Plan Growth

Risk: Very High
₹ 44.89
NAV (Jul 25,2024)

The SBI Long Term Advantage Fund - Series III - Regular Plan - Growth offers investors the opportunity to benefit from long-term capital appreciation. With a minimum investment of INR 500, this fund aims to provide attractive returns over a lock period of 0 years. As of the established date on March 31, 2016, the scheme's assets under management are INR 64.97 crore. The fund boasts a PE ratio of 47.618 and a PB ratio of 7.492.

Sbi Long Term Advantage Fund Series Iii Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sbi Long Term Advantage Fund Series Iii Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    61.94
  • P/B Ratio
    UM_URBAN_MONEY

    8.82
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 71.57 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,371.05 (13.71%)₹ 12,434.89 (24.35%)₹ 14,351.43 (43.51%)₹ 19,880.11 (98.80%)₹ 33,844.88 (238.45%)
₹ 30,000₹ 34,113.15 (13.71%)₹ 37,304.67 (24.35%)₹ 43,054.29 (43.51%)₹ 59,640.33 (98.80%)₹ 1,01,534.64 (238.45%)
₹ 50,000₹ 56,855.25 (13.71%)₹ 62,174.45 (24.35%)₹ 71,757.15 (43.51%)₹ 99,400.55 (98.80%)₹ 1,69,224.4 (238.45%)
₹ 80,000₹ 90,968.4 (13.71%)₹ 99,479.12 (24.35%)₹ 1,14,811.44 (43.51%)₹ 1,59,040.88 (98.80%)₹ 2,70,759.04 (238.45%)
₹ 1,00,000₹ 1,13,710.5 (13.71%)₹ 1,24,348.9 (24.35%)₹ 1,43,514.3 (43.51%)₹ 1,98,801.1 (98.80%)₹ 3,38,448.8 (238.45%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Reliance Industries Ltd7.67%
  • HDFC Bank Ltd5.99%
  • Zomato Ltd5.56%
  • Dixon Technologies India Ltd5.25%
  • Tube Investments of India Ltd5.10%
  • Kennametal India Ltd4.97%
  • Nippon Life India Asset Management Ltd4.51%
  • Jio Financial Services Ltd4.51%
  • Antony Waste Handling Cell Ltd4.27%
  • Cummins India Ltd4.12%
  • HDFC Asset Management Co Ltd3.80%
  • Prestige Estates Projects Ltd3.74%
  • Narayana Hrudayalaya Ltd3.74%
  • Medplus Health Services Ltd3.58%
  • DLF Ltd3.53%
  • Arvind Ltd3.53%
  • RHI Magnesita India Ltd3.51%
  • Doms Industries Ltd3.40%
  • Multi Commodity Exchange of India Ltd3.37%
  • Oil India Ltd3.29%
  • CCL Products India Ltd2.84%
  • ICICI Bank Ltd2.77%
  • ESAB India Ltd2.60%
  • VIP Industries Ltd2.55%
  • TREPS2.44%
  • Bharti Airtel Ltd0.24%
  • Kalpataru Projects International Ltd0.08%
  • Net Receivable Payable-0.96%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

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Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

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22.66%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

20.79%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.32%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.96%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

15.88%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.41%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

14.22%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

13.78%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

11.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

54.37%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.21%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

39.67%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

39.50%

WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - GrowthWhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

39.26%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.54%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

35.55%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

31.85%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

30.66%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

28.69%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

21.00%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.98%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.48%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.02%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.93%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

17.72%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.64%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.10%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.76%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.52%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.94%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.19%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.17%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.77%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

16.91%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

16.76%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

16.39%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

15.31%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

3.41%

Show all Funds

Fund Managers

RS

Mr. R. SrinivasanHead - Equities

Srinivasan has been heading Equity since June 2011 and oversees equity assets worth over Rs. 16,000 crores.He joined SBI MF as a Senior Fund Manager in May 2009 and manages various Equity schemes. He brings with him over 19 years of experience in capital markets. He has earlier worked with FCH, Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal, among others.

NC

Ms. Nidhi ChawlaFund Manager)

Ms. Nidhi has over 4 years experience in Mutual Fund Industry. She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.

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FAQ's

What is the risk level associated with the SBI Long Term Advantage Fund - Series III - Regular Plan - Growth?

The SBI Long Term Advantage Fund - Series III - Regular Plan - Growth is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the SBI Long Term Advantage Fund - Series III - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the SBI Long Term Advantage Fund - Series III - Regular Plan - Growth as of Jul 25,2024 is INR 44.89.

What are the returns generated by the SBI Long Term Advantage Fund - Series III - Regular Plan - Growth over the past 1, 3, and 5 years?

The SBI Long Term Advantage Fund - Series III - Regular Plan - Growth has delivered impressive returns of 37.10% over the past 1 year, 27.15% over 3 years, and 24.11% over 5 years.

What is the minimum investment amount required for the SBI Long Term Advantage Fund - Series III - Regular Plan - Growth?

The SBI Long Term Advantage Fund - Series III - Regular Plan - Growth has a minimum investment requirement of INR 500.

Is there a systematic investment plan (SIP) available for the SBI Long Term Advantage Fund - Series III - Regular Plan - Growth?

Yes, SIP for SBI Long Term Advantage Fund - Series III - Regular Plan - Growth can be initiated with a minimum investment of INR 500 per month.

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