SBI Long Term Advantage Fund Series I DirectIncome Dist cum Cap Wdrl is an equity fund. This fund was started on 11 February, 2015. The fund is managed by Richard D'souza, R. Srinivasan. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.05% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹46 Cr |
Inception Date | 11 February, 2015 |
Min Lumpsum/SIP | --/-- |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 52.15% |
Size breakup
SBI Long Term Advantage Fund Series I DirectIncome Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 5.35% | 5.35% |
6 Month Returns | 24.04% | 24.04% |
1 Year Returns | 42.02% | 42.02% |
3 Years Returns | 95.79% | 25.1% |
5 Years Returns | 185.87% | 23.38% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Long Term Advantage Fund Series I DirectIncome Dist cum Cap Wdrl | 5.9 | 7.18 | 5.17 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Long Term Advantage Fund Series I DirectIncome Dist cum Cap Wdrl | 0.81 | 0.74 | 0.96 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Long Term Advantage Fund Series I DirectIncome Dist cum Cap Wdrl | 2.89 | 1.48 | 0.9 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Long Term Advantage Fund Series I DirectIncome Dist cum Cap Wdrl | 9.92 | 11.49 | 19.56 |