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35436
6051
SBI Long Term Advantage Fund - Series V -Dir (G)
19.93
0.40
16.86
0.71
0.78
5.44
4.49
15.55
5
2.18
16.86
SBI Long Term Advantage Fund - Series V -Dir (G)
2.18
16.86
1.19
3.5
5 Years

  • SBI Long Term Advantage Fund - Series V -Dir (G)

Begin with SIP Invest One-Time
  • NAV

    33.10

    23 Jul 2026

  • -0.68%

     1 Day

  • 19.93%

    3Y CAGR returns

Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

  • NA

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.97%

    Expense Ratio

  • NA

     Rating

  • 367 Cr

    Fund Size

  • 8 Years

    Fund Age

SIP Calculator

SIP One-Time
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Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
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Yr
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  • Wealth Gained
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Scheme Performance

Returns and Ranks ( as on 23 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.40%
  • 19.93%
  • 16.86%
  • 15.55

Scheme Allocation

By Holding By Sector By Asset
8.50%
5.25%
5.03%
4.76%
4.48%
71.98%
View All

Advance Ratio

  • 13.40Alpha
  • 4.72SD
  • 1.04Beta
  • 0.89Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

The Investment Objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity-related instruments of companies along with income tax benefit.

Fund Managers

Nidhi Chawla

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

  • Fund Name
  • Fund Size (Cr.) - ₹ 367
  • Fund Size (Cr.) - ₹ 23
  • Fund Size (Cr.) - ₹ 35
  • Fund Size (Cr.) - ₹ 32
  • Fund Size (Cr.) - ₹ 65
View all schemes

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6051
  • Fund Name

AMC Contact Details

  • Address :
  • 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com
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