SBI Long Term Advantage Fund Series III Direct Plan Growth is an equity fund. This fund was started on 7 April, 2016. The fund is managed by R. Srinivasan, Richard D'souza. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.93% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹68 Cr |
Inception Date | 7 April, 2016 |
Min Lumpsum/SIP | --/-- |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 53% |
Size breakup
SBI Long Term Advantage Fund Series III Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.76% | 6.76% |
6 Month Returns | 27.76% | 27.76% |
1 Year Returns | 45.39% | 45.39% |
3 Years Returns | 103.44% | 26.71% |
5 Years Returns | 200.87% | 24.65% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Long Term Advantage Fund Series III Direct Plan Growth | 6.59 | 7.93 | 6.27 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Long Term Advantage Fund Series III Direct Plan Growth | 0.84 | 0.74 | 0.93 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Long Term Advantage Fund Series III Direct Plan Growth | 2.99 | 1.55 | 0.96 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Long Term Advantage Fund Series III Direct Plan Growth | 10.06 | 11.53 | 19.01 |