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Sbi Long Term Advantage Fund Series Iii Idcw Direct Plan
NAV (Sep 6,2024)
Invest in SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan for long-term financial growth. With a low PE ratio of 47.62 and PB ratio of 7.49, this fund offers great value for your money. The scheme has an accumulated asset under management of 64.97 crore and a minimum investment requirement of 500 INR. Established in 2016, it provides a lock-in period of 0 years for flexible investment opportunities. Secure your financial future with SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan.
Sbi Long Term Advantage Fund Series Iii Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sbi Long Term Advantage Fund Series Iii Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio61.94
- P/B Ratio8.83
- Alpha0.03
- Beta0.95
- Sharpe0.15
- Sortino0.22
Fund Overview
0%
0%
No Lock-in
₹ 71.57 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Sep 08, 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 | ₹ 12,019.51 (20.20%) | ₹ 12,651.08 (26.51%) | ₹ 14,798.33 (47.98%) | ₹ 20,418.5 (104.19%) | ₹ 39,023.94 (290.24%) |
₹ 30,000 | ₹ 36,058.53 (20.20%) | ₹ 37,953.24 (26.51%) | ₹ 44,394.99 (47.98%) | ₹ 61,255.5 (104.19%) | ₹ 1,17,071.82 (290.24%) |
₹ 50,000 | ₹ 60,097.55 (20.20%) | ₹ 63,255.4 (26.51%) | ₹ 73,991.65 (47.98%) | ₹ 1,02,092.5 (104.19%) | ₹ 1,95,119.7 (290.24%) |
₹ 80,000 | ₹ 96,156.08 (20.20%) | ₹ 1,01,208.64 (26.51%) | ₹ 1,18,386.64 (47.98%) | ₹ 1,63,348 (104.19%) | ₹ 3,12,191.52 (290.24%) |
₹ 1,00,000 | ₹ 1,20,195.1 (20.20%) | ₹ 1,26,510.8 (26.51%) | ₹ 1,47,983.3 (47.98%) | ₹ 2,04,185 (104.19%) | ₹ 3,90,239.4 (290.24%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Reliance Industries Ltd7.67%
- HDFC Bank Ltd5.99%
- Zomato Ltd5.56%
- Dixon Technologies India Ltd5.25%
- Tube Investments of India Ltd5.10%
- Kennametal India Ltd4.97%
- Nippon Life India Asset Management Ltd4.51%
- Jio Financial Services Ltd4.51%
- Antony Waste Handling Cell Ltd4.27%
- Cummins India Ltd4.12%
- HDFC Asset Management Co Ltd3.80%
- Prestige Estates Projects Ltd3.74%
- Narayana Hrudayalaya Ltd3.74%
- Medplus Health Services Ltd3.58%
- DLF Ltd3.53%
- Arvind Ltd3.53%
- RHI Magnesita India Ltd3.51%
- Doms Industries Ltd3.40%
- Multi Commodity Exchange of India Ltd3.37%
- Oil India Ltd3.29%
- CCL Products India Ltd2.84%
- ICICI Bank Ltd2.77%
- ESAB India Ltd2.60%
- VIP Industries Ltd2.55%
- TREPS2.44%
- Bharti Airtel Ltd0.24%
- Kalpataru Projects International Ltd0.08%
- Net Receivable Payable-0.96%
- Bank - Private8.76%
- Refineries7.67%
- e-Commerce5.56%
- Cycles5.10%
- Engineering4.97%
- Finance - NBFC4.51%
- Diesel Engines4.12%
- Textile3.53%
- Refractories3.51%
- Oil Exploration3.29%
- Tea/Coffee2.84%
- Miscellaneous1.49%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| ELSS | Very High | 28.48% |
| ELSS | Very High | 27.47% |
| ELSS | Very High | 20.22% |
| ELSS | Very High | 19.93% |
| ELSS | Very High | 17.92% |
| ELSS | Very High | 16.90% |
| ELSS | Very High | 15.64% |
| ELSS | Very High | 14.50% |
| ELSS | Very High | 13.01% |
| ELSS | Very High | 12.93% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 46.63% |
| ELSS | Very High | 46.21% |
| ELSS | Very High | 42.73% |
| ELSS | Very High | 41.07% |
| ELSS | Very High | 38.78% |
| ELSS | Very High | 36.28% |
| ELSS | Very High | 34.96% |
| ELSS | Very High | 28.68% |
| ELSS | Very High | 28.27% |
| ELSS | Very High | 27.14% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 22.42% |
| ELSS | Very High | 21.60% |
| ELSS | Very High | 19.80% |
| ELSS | Very High | 19.68% |
| ELSS | Very High | 19.65% |
| ELSS | Very High | 19.39% |
| ELSS | Very High | 17.93% |
| ELSS | Very High | 17.72% |
| ELSS | Very High | 17.49% |
| ELSS | Very High | 14.89% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 36.55% |
| ELSS | Very High | 21.05% |
| ELSS | Very High | 20.92% |
| ELSS | Very High | 20.89% |
| ELSS | Very High | 19.94% |
| ELSS | Very High | 19.17% |
| ELSS | Very High | 18.43% |
| ELSS | Very High | 17.77% |
| ELSS | Very High | 16.76% |
| ELSS | Very High | 16.39% |
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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SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan
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SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan
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SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan
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SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan
FAQ's
What is the risk level associated with the SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan?
What is the current NAV (Net Asset Value) of the SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan as of Sep 6,2024?
What are the returns generated by the SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan over the past 1, 3, and 5 years?
What is the minimum investment amount required for the SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan?
Is there a systematic investment plan (SIP) available for the SBI Long Term Advantage Fund - Series III - IDCW - Direct Plan?
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