SBI Long Term Advantage Fund - Series VI - Growth - Regular Plan

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  • Net Change on 17-01-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 500 2.95 7.73 10.59 11.95 7.84 14.16

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-December-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • TREPS

  • Axis Bank Ltd.

  • Maruti Suzuki India Ltd.

  • Larsen & Toubro Ltd.

  • Bharti Airtel Ltd.

  • State Bank of India

  • Divi's Laboratories Ltd.

  • Timken India Ltd.

  • Tata Metaliks Ltd.

  • Neogen Chemicals Ltd.

  • Lemon Tree Hotels Ltd.

  • JMC Projects (India) Ltd.

  • Carborundum Universal Ltd.

  • JK Cement Ltd.

  • Hawkins Cookers Ltd.

  • Sheela Foam Ltd.

  • Camlin Fine Sciences Ltd.

  • Power Grid Corporation of India Ltd.

  • Eicher Motors Ltd.

  • Star Cement Ltd.

  • NIIT Ltd.

  • Colgate Palmolive (India) Ltd.

  • Shree Cement Ltd.

  • Gujarat State Petronet Ltd.

  • Spicejet Ltd.

  • Alembic Pharmaceuticals Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • JSW Energy Ltd.

  • Chalet Hotels Ltd.

  • Control Print Ltd.

  • Chennai Petroleum Corporation Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • ABB India Ltd.

  • AU Small Finance Bank Ltd.

  • The Great Eastern Shipping Company Ltd.

  • The Indian Hotels Company Ltd.

  • Fine Organic Industries Ltd.

  • GE T&D India Ltd.

  • Torrent Power Ltd.

  • Cummins India Ltd.

  • Fairchem Speciality Ltd.

  • Prism Johnson Ltd.

  • Alkem Laboratories Ltd.

  • ABB Power Products & Systems India Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • Chemicals

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Bank - Public

  • Bearings

  • Steel/Sponge Iron/Pig Iron

  • Finance - NBFC

  • Construction - Real Estate

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Automobile Two & Three Wheelers

  • IT - Education

  • Gas Transmission/Marketing

  • Airlines

  • IT - Hardware

  • Refineries

  • Shipping

  • Diesel Engines

  • Diversified

  • Unspecified

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About SBI Long Term Advantage Fund - Series VI

Scheme Analysis

SBI Long Term Advantage Fund - Series VI is a Equity - ELSS fund and belongs to SBI Mutual Fund. It was launched on 17-Jul-2018 and currently has an AUM of ₹237.42 crore. SBI Long Term Advantage Fund - Series VI is benchmarked against S&P BSE 500 as primary index.

The NAV of SBI Long Term Advantage Fund - Series VI ended up ₹0.03(0.27%)yesterday to ₹11.5021.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The SBI Long Term Advantage Fund - Series VI is managed by Anup Upadhyay .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com

Fund Manager

  • Education:BTECH (Hons), PGDM
  • Experience:7 years
  • Basic Details:Mr. Upadhyay has 7 years experience in which 4 years with SBI Mutual Fund. He has been working as an equity analyst for technology, telecom and education sectors with SBI Mutual Fund since May 2007. Earlier, he has worked with Tata Consultancy Services for one year in 2004-05.
  • Funds Managed:
  • SBI Magnum Global Fund
  • SBI Magnum Multicap Fund
  • SBI Technology Opportunities Fund
  • Cash

  • Equity

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