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SBI LT Advantage Fund-VI-(IDCW)

IDCW
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 278 Cr
Very High RiskPrinciple investment will be at very high risk
18.610.09 (+0.49%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Insufficient Data

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 278 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
No LabelNo Label
14.28
No LabelNo Label
3.26
No LabelNo Label
1.18
No LabelNo Label
14.84
No LabelNo Label
3.36

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.

Scheme Info

PlanPlan
IDCW
Lock inLock in
3 yrs
Exit LoadExit Load
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 500
BenchmarkBenchmark
S&P BSE 500

Tax Implications

Investment period > 3 years

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

Exp: 19yrs

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#Funds: 13

Know More

AMC profile

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company.

  • No.of Schemes

    125

  • Total AUM

    ₹ 4,17,345.84 Cr.