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

SBI Long Term Advantage Series IV Growth Direct Plan

NAV
₹49.5446
+0.90%
(5 Mar)
AUM
208 Cr
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+14.9%
+13.7%
+12.9%
+11.6%
+10.9%
+10.6%
3Y
+22.1%
+20.5%
+16.5%
+23.0%
+21.4%
+15.9%
5Y
+17.4%
+18.9%
+18.4%
+18.7%
NA
+13.7%
ALL
+16.5%
+14.7%
+19.7%
+15.8%
+18.1%
+12.0%
VOL
17.6%
16.1%
15.0%
15.2%
12.8%
-
TER
0.7%
1.1%
NA
0.9%
0.7%
-
AUM
₹4,188 Cr
₹16,749 Cr
₹208 Cr
₹31,862 Cr
₹438 Cr
-
INFO
0.94
0.91
1.31
1.04
1.42
-
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 IV (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 Jan
Top holdings
Tenneco Clean Air India Ltd
6.3%
Bajaj Finance Ltd
6.3%
HDFC Bank Ltd
6.3%
Treps
5.3%
Infosys Ltd
5.0%
ICICI Bank Ltd
4.9%
GKW Ltd
4.3%
Maruti Suzuki India Ltd
4.2%
Tech Mahindra Ltd
4.2%
State Bank of India
4.1%
Top industry exposure
Financial Services
38.1%
Consumer Cyclical
18.5%
Basic Materials
14.9%
Industrials
10.4%
Technology
9.2%
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)
Nidhi Chawla

FAQs