SBI Long Term Advantage Fund - Series Vi - Regular Plan - Growth
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
Fund0.87%
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. | 13.91 | 5.39% |
| 2 | State Bank of India | 12.32 | 4.77% |
| 3 | Larsen & Toubro Ltd. | 11.46 | 4.44% |
| 4 | Bharti Airtel Ltd. | 10.59 | 4.10% |
| 5 | Tata Motors Ltd. | 10.57 | 4.10% |
| 6 | ICICI Bank Ltd. | 10.31 | 4.00% |
| 7 | Kotak Mahindra Bank Ltd. | 10.23 | 3.96% |
| 8 | Delhivery Ltd. | 8.83 | 3.42% |
| 9 | Manappuram Finance Ltd. | 8.75 | 3.39% |
| 10 | Power Mech Projects Ltd. | 8.29 | 3.21% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 25000 | 26597 | +6.4% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 12 Feb, 26 | 1 L. | 1.01 L. | +0.9% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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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.