SBI Long Term Advantage Series III Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

SBI Long Term Advantage Series III Growth Direct Plan

NAV
₹40.7580
-1.35%
(15 Apr)
AUM
68 Cr
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+62.6%
+61.4%
+57.6%
+45.6%
+40.8%
+36.9%
3Y
+33.9%
+30.1%
+27.4%
+28.4%
+25.7%
+19.7%
5Y
+33.5%
+22.2%
+26.6%
+18.1%
+23.7%
+17.0%
ALL
+23.4%
+17.4%
+19.7%
+15.6%
+19.1%
+15.7%
VOL
17.0%
15.6%
16.1%
16.7%
15.6%
-
TER
0.8%
1.0%
1.2%
1.1%
NA
-
AUM
₹7,770 Cr
₹21,976 Cr
₹1,210 Cr
₹13,820 Cr
₹68 Cr
-
INFO
1.37
1.11
1.23
0.93
1.22
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Long Term Advantage Series III (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Treps
7.8%
Reliance Industries Ltd
7.3%
HDFC Bank Ltd
6.0%
Zomato Ltd
5.9%
Tube Investments of India Ltd Ordinary Shares
5.6%
Jio Financial Services Ltd
4.9%
Antony Waste Handling Cell Ltd Ordinary Shares
4.7%
Dixon Technologies (India) Ltd
4.4%
Narayana Hrudayalaya Ltd
4.2%
DLF Ltd
4.1%
Top industry exposure
Industrials
25.9%
Financial Services
21.3%
Consumer Cyclical
12.0%
Real Estate
10.6%
Energy
10.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
3Y
Exit load
No exit load
Fund objective
"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."
Fund manager(s)
R. Srinivasan
Richard D'souza

FAQs