SBI Long Term Advantage Fund - Series VI Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Long Term Advantage Fund - Series VI Growth Fund Overview
SIP ₹ & Lump. ₹500
₹248 Cr
3 Years
1.5
Nil
BSE 500 Total Return
SBI Long Term Advantage Fund - Series VI Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.73 | -1.84 | 7.41 |
| 6M | -3.03 | -0.05 | 24.27 |
| 1Y | -6.14 | 1.84 | 78.49 |
| 3Y | 7.62 | 10.03 | 130.26 |
Portfolio Analysis
- Equity: 98.75%
- Debt: 1.25%
- Others
About Fund SBI Long Term Advantage Fund - Series VI Growth
SBI Long Term Advantage Fund - Series VI Growth managed by SBI Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹248 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.5. Under the expert guidance of Nidhi Chawla ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Nidhi Chawla
Ms. Nidhi Chawla holds BBS degree and has also done MBE and CFA. She has over 7 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth | 0 | 35 CR | 1.23 |
| SBI Long Term Advantage Fund - Series VI Growth | 0 | 247 CR | 1.5 |
| ICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41 CR | 1.41 |
| SBI Tax Advantage Fund - Series II Growth | 0 | 42 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth | -3.6503 | 24.3633 |
| This FundSBI Long Term Advantage Fund - Series VI Growth | -6.1441 | 24.6539 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |
SBI Long Term Advantage Fund - Series VI Growth FAQs
- 1 Month : -5.73%
- 6 Months : -3.03%
- 1 Year : -6.14%
- 3 Years : 7.62%
