SBI Long Term Advantage Fund Series IV Direct PlanIncome Dist cum Cap Wdrl is an equity fund. This fund was started on 7 April, 2017. The fund is managed by Nidhi Chawla, R. Srinivasan. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.93% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹194 Cr |
Inception Date | 7 April, 2017 |
Min Lumpsum/SIP | --/-- |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 39.58% |
Size breakup
SBI Long Term Advantage Fund Series IV Direct PlanIncome Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 9% | 9% |
6 Month Returns | 17.91% | 17.91% |
1 Year Returns | 38.78% | 38.78% |
3 Years Returns | 112.46% | 28.56% |
5 Years Returns | 253.13% | 28.7% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Long Term Advantage Fund Series IV Direct PlanIncome Dist cum Cap Wdrl | 5.81 | 8.43 | 8.7 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Long Term Advantage Fund Series IV Direct PlanIncome Dist cum Cap Wdrl | 0.58 | 0.71 | 0.95 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Long Term Advantage Fund Series IV Direct PlanIncome Dist cum Cap Wdrl | 2.43 | 1.27 | 1.01 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Long Term Advantage Fund Series IV Direct PlanIncome Dist cum Cap Wdrl | 9.07 | 13.99 | 20.72 |