SBI Long Term Advantage Fund - Series Vi - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 1.4
Risk: Very High
ELSS
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 11-04-2018
Exit Load: Nil
Fund Size:₹272.81 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund0.66%
Cat. Avg.6.78%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | City Union Bank Ltd. | 11.99 | 5.37% |
| 2 | HDFC Bank Ltd. | 10.83 | 4.84% |
| 3 | Axis Bank Ltd. | 10.60 | 4.74% |
| 4 | Bharti Airtel Ltd. | 10.19 | 4.56% |
| 5 | Tata Motors Ltd. | 9.87 | 4.42% |
| 6 | Larsen & Toubro Ltd. | 9.69 | 4.34% |
| 7 | Astral Ltd. | 9.59 | 4.29% |
| 8 | ICICI Bank Ltd. | 9.04 | 4.05% |
| 9 | Hatsun Agro Product Ltd. | 8.31 | 3.72% |
| 10 | Delhivery Ltd. | 7.79 | 3.49% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 25000 | 26542 | +6.2% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 12 Feb, 26 | 1 L. | 1.01 L. | +0.7% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.