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SBI LT Advantage Fund-IV
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| — | 13.26 | 1.25 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 15.07 | 1.14 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| BSE 500 |
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Peers & Comparison
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI LT Advantage Fund-IV | 21.38% | 17.66% | 22.79% |
| Axis ELSS Tax Saver Fund | 20.44% | 9.78% | 17.66% |
| Mirae Asset ELSS Tax Saver Fund | 21.43% | 16.52% | 20.32% |
| DSP ELSS Tax Saver Fund | 27.85% | 20.90% | 18.78% |
Price Comparison
Compare SBI LT Advantage Fund-IV with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Infosys Ltd3M change : 9.22 %
Holdings
9.22 %
9.22 % - HCL Technologies Ltd3M change : 6.42 %
Holdings
6.42 %
6.42 % - Sun Pharmaceutical Industries Ltd3M change : 6.35 %
Holdings
6.35 %
6.35 %
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,70,660.76 Cr.
Fund Manager Profile
R. Srinivasan
AUM: ₹1,69,478.35 Cr.
|
Exp: 19yrs
Nidhi Chawla
AUM: ₹6,011.68 Cr.
|
Exp: 4yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Opinions and Fund Reviews
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Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%