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Sbi Long Term Advantage Fund Series Iv Idcw Direct Plan
NAV (Apr 19,2024)
The SBI Long Term Advantage Fund - Series IV - IDCW - Direct Plan is an investment option offered by SBI with an established date of 2017-03-31. This fund has a minimum investment requirement of INR 500 and a lock period of 3 years. With a PE ratio of 46.26 and a PB ratio of 5.65, it presents an opportunity for long-term growth and capital appreciation. The scheme's assets under management (AUM) currently stand at INR 194.34.
Sbi Long Term Advantage Fund Series Iv Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sbi Long Term Advantage Fund Series Iv Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio46.26
- P/B Ratio5.65
- Alpha0.03
- Beta0.73
- Sharpe0.18
- Sortino0.31
Fund Overview
0%
0%
No Lock-in
₹ 194.34 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 20, 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 | ₹ 10,991.32 (9.91%) | ₹ 11,448.9 (14.49%) | ₹ 13,646.73 (36.47%) | ₹ 20,753.21 (107.53%) | ₹ 34,344.93 (243.45%) |
₹ 30,000 | ₹ 32,973.96 (9.91%) | ₹ 34,346.7 (14.49%) | ₹ 40,940.19 (36.47%) | ₹ 62,259.63 (107.53%) | ₹ 1,03,034.79 (243.45%) |
₹ 50,000 | ₹ 54,956.6 (9.91%) | ₹ 57,244.5 (14.49%) | ₹ 68,233.65 (36.47%) | ₹ 1,03,766.05 (107.53%) | ₹ 1,71,724.65 (243.45%) |
₹ 80,000 | ₹ 87,930.56 (9.91%) | ₹ 91,591.2 (14.49%) | ₹ 1,09,173.84 (36.47%) | ₹ 1,66,025.68 (107.53%) | ₹ 2,74,759.44 (243.45%) |
₹ 1,00,000 | ₹ 1,09,913.2 (9.91%) | ₹ 1,14,489 (14.49%) | ₹ 1,36,467.3 (36.47%) | ₹ 2,07,532.1 (107.53%) | ₹ 3,43,449.3 (243.45%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS8.08%
- ICICI Bank Ltd7.69%
- Bharti Airtel Ltd6.90%
- Muthoot Finance Ltd6.84%
- State Bank of India5.62%
- GKW Ltd5.12%
- Divi s Laboratories Ltd4.62%
- CSB Bank Ltd4.52%
- Dodla Dairy Ltd4.22%
- Jupiter Life Line Hospitals Ltd4.20%
- Bajaj Finance Ltd4.15%
- Rajratan Global Wire Ltd4.02%
- Blue Star Ltd3.85%
- Neogen Chemicals Ltd3.81%
- Aether Industries Ltd3.52%
- Hawkins Cookers Ltd3.51%
- Garware Technical Fibres Ltd3.26%
- ICICI Lombard General Insurance Company Ltd2.92%
- Kalpataru Projects International Ltd2.81%
- Hatsun Agro Product Ltd2.65%
- Gujarat Ambuja Exports Ltd2.46%
- Infosys Ltd2.38%
- Privi Speciality Chemicals Ltd2.12%
- Shreno Ltd0.75%
- Doms Industries Ltd0.16%
- Net Receivable Payable-0.16%
- Bank - Private12.22%
- Finance - NBFC10.98%
- Chemicals9.44%
- Miscellaneous7.92%
- Consumer Food6.87%
- Bank - Public5.62%
- Logistics5.12%
- Auto Ancillary4.02%
- Air Conditioners3.85%
- Textile3.26%
- Insurance2.92%
- Solvent Extraction2.46%
- IT - Software2.38%
Holdings Analysis
Peer Comparison
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- 1Y
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- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
NJ ELSS Tax Saver Scheme - Regular Plan - Growth | ELSS | Very High | 27.47% |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 26.44% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 20.92% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.50% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 20.22% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 17.06% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 15.04% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 14.37% |
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 12.32% |
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth | ELSS | Very High | 11.90% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 42.03% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 40.30% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 39.50% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 39.16% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 36.91% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 35.55% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 35.48% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 32.59% |
ICICI Prudential ELSS Tax Saver Fund - Growth | ELSS | Very High | 29.86% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | -4.17% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 24.51% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 22.74% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 21.60% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.68% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 17.72% |
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.37% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 16.72% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 16.38% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.53% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 14.18% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.35% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.68% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.45% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 17.96% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.35% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.82% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 14.19% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.07% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 13.95% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 9.94% |
Fund Managers
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.
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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