SBI Long Term Advantage Fund Series IV Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
25.01%
3Y annualised
-0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 May 2024₹44.17
Min. SIP amountNot Supported
RatingNA
Fund size₹213.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.9%25.0%29.2%23.2%
Category average36.2%24.3%22.7%NA
Rank with in category1481NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
FinancialEquity8.46%
CommunicationEquity8.24%
FinancialEquity6.87%
FinancialEquity6.59%
ServicesEquity4.95%
Consumer DiscretionaryEquity4.60%
Capital GoodsEquity4.25%
FinancialEquity4.11%
HealthcareEquity4.09%
ServicesEquity4.05%
See All

Expense ratio, exit load and tax

Expense ratio: 0.93%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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