Apr 18, 2024
The Investment Objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity-related instruments of companies along with income tax benefit.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - SBI Long Term Advantage Fund - Series IV (G) | 8.24 | 14.23 | 35.86 | 26.98 |
| Benchmark - S&P BSE 500 | 6.26 | 0.22 | 6.39 | 3.77 |
| Category Average - BEST ELSS/TAX SAVER FUNDS | 3.85 | 16.62 | 38.82 | 21.45 |
| Category Rank | 1/1 | 1/1 | 1/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund (IDCW) | 26.8076 | 0.48 | 55.99 | 24.68 | 19.82 | 3,205.13 | 1.87 | 500.00 | invest |
| Motilal Oswal ELSS Tax Saver Fund (G) | 42.2488 | 0.48 | 55.98 | 24.60 | 19.78 | 3,205.13 | 1.87 | 500.00 | invest |
| Sundaram LT MC Tax Advantage Fund-Sr.VI (G) | 23.5972 | 0.41 | 46.70 | 35.39 | 23.01 | 38.31 | 1.42 | 500.00 | invest |
| Sundaram LT MC Tax Advantage Fund-Sr.VI (IDCW) | 22.8052 | 0.41 | 46.69 | 35.39 | 23.01 | 38.31 | 1.42 | 500.00 | invest |
| Taurus ELSS Tax Saver Fund (IDCW) | 74.6900 | -1.31 | 33.54 | 18.53 | 14.84 | 73.64 | 2.45 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-GKW | Mar 31, 2024 | 9.60 | 4.95 | -15.59 |
|
| Equity-St Bk of India | Mar 31, 2024 | 12.79 | 6.59 | 17.46 |
|
| Equity-Blue Star | Mar 31, 2024 | 8.92 | 4.60 | -0.96 |
|
| Equity-Bajaj Finance | Mar 31, 2024 | 7.97 | 4.11 | 5.57 |
|
| Equity-ICICI Bank | Mar 31, 2024 | 16.40 | 8.46 | 6.34 |
|
| Equity-Kalpataru Proj. | Mar 31, 2024 | 8.24 | 4.25 | 34.52 |
|
| Equity-Tips Industries | Mar 31, 2024 | 7.86 | 4.05 | 7.83 |
|
| Equity-Divi`s Lab. | Mar 31, 2024 | 7.92 | 4.09 | -6.14 |
|
| Equity-Bharti Airtel | Mar 31, 2024 | 15.97 | 8.24 | 4.95 |
|
| Equity-Muthoot Finance | Mar 31, 2024 | 13.32 | 6.87 | 6.13 |
|
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| AMC Name | : | SBI Mutual Fund |
| Fund Name | : | SBI Long Term Advantage Fund - Series IV (G) |
| Contact Persone | : | R Srinivasan |
| Registered Address | : | 9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051. |
| Telephone No | : | 022-61793000 |
| Fax No. | : | 022-67425687 |
| : | partnerforlife:sbimf.com | |
| Website | : | www.sbimf.com |
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