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Home Mf Research Sbi Long Term Advantage Fund Series Vi Regular Plan Growth
SBI Mutual Fund

Mutual Fund Research

SBI Long Term Advantage Fund - Series VI - Regular Plan - Growth

SBI Mutual Fund Equity Equity Elss

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,017.71 +1.77%
Two Week 2026-10-19 ₹1,000.00 ₹977.52 -2.25%
One Month 2026-10-05 ₹1,000.00 ₹983.78 -1.62%
Three Months 2026-08-05 ₹3,000.00 ₹2,852.80 -4.91%
Six Months 2026-05-07 ₹6,000.00 ₹5,772.46 -3.79%
One Year 2025-11-03 ₹12,000.00 ₹11,707.50 -2.44%
Three Year 2023-11-06 ₹36,000.00 ₹35,836.49 -0.45%
Five Year 2021-11-04 ₹60,000.00 ₹74,015.80 +23.36%
Since Inception 2018-04-11 ₹105,000.00 ₹189,442.56 +80.42%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Chemicals & Petrochemicals 13.30%
Banks 11.79%
Finance 8.63%
Construction 8.56%
Industrial Products 7.41%
Agricultural, Commercial & Construction Vehicles 6.50%
Food Products 4.08%
Telecom - Services 3.95%
Paper, Forest & Jute Products 3.86%
Other 3.86%
Auto Components 3.81%
Leisure Services 3.42%
Transport Services 3.25%
Healthcare Services 3.11%
Textiles & Apparels 2.86%
Pharmaceuticals & Biotechnology 2.36%
Retailing 2.15%
Ferrous Metals 2.01%
Consumer Durables 1.91%
Cement & Cement Products 1.63%
Household Products 1.55%

Top Holdings

Company-wise portfolio exposure

Foseco India Ltd. 5.83%
Deepak Nitrite Ltd. 4.67%
Tata Motors Ltd. 4.49%
Larsen & Toubro Ltd. 4.26%
Kotak Mahindra Bank Ltd. 4.17%
Hatsun Agro Product Ltd. 4.08%
Bharti Airtel Ltd. 3.95%
West Coast Paper Mills Ltd. 3.86%
Sona Blw Precision Forgings Ltd. 3.81%
Manappuram Finance Ltd. 3.50%
Astral Ltd. 3.48%
Delhivery Ltd. 3.25%
Fortis Healthcare Ltd. 3.11%
Power Mech Projects Ltd. 2.88%
Sanathan Textiles Ltd. 2.86%
Deepak Fertilizers and Petrochemicals Corporation Ltd. 2.80%
Bajaj Finserv Ltd. 2.70%
Equitas Small Finance Bank Ltd. 2.68%
HDFC Bank Ltd. 2.65%
Biocon Ltd. 2.36%
Axis Bank Ltd. 2.29%
Swiggy Ltd. 2.15%
Grindwell Norton Ltd. 2.11%
Ashok Leyland Ltd. 2.01%
Jindal Stainless Ltd. 2.01%
Kansai Nerolac Paints Ltd. 1.91%
Lemon Tree Hotels Ltd. 1.82%
AIA Engineering Ltd. 1.82%
Aptus Value Housing Finance India Ltd. 1.79%
JSW Cement Ltd. 1.63%
Jubilant Foodworks Ltd. 1.60%
Jyothy Labs Ltd. 1.55%
Afcons Infrastructure Ltd. 1.42%
Aavas Financiers Ltd. 0.64%
TREPS 3.47%
Net Receivable / Payable 0.39%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
1095
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Quant ELSS Tax Saver Fund - Regular Plan - Growth 5.27% 13.62% 14.04%
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth 2.19% 18.52% 15.38%
JM ELSS - Tax Saver Fund - Regular Plan - Growth -0.40% 14.22% 9.06%
HSBC ELSS Tax Saver Fund - Regular Plan - Growth -1.91% 14.56% 13.45%
Tata ELSS - Tax Saver Fund - Regular Plan - Growth -1.99% 11.14% 13.24%
Bank Of India ELSS Tax Saver Fund - Regular Plan - Growth -2.11% 10.98% 17.49%
Aditya Birla Sun Life ELSS Tax Saver Fund - (ELSS U/S 80C Of IT Act) - Growth Lsp - Regular Plan - Growth -2.19% 10.28% 15.02%
Whiteoak Capital - ELSS Tax Saver Fund - Regular Plan - Growth -2.19% 13.97% 14.85%
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth -2.28% 11.86% 14.47%
Kotak ELSS Tax Saver Fund - Regular Plan - Growth -2.38% 10.28% 12.35%

Returns are historical and do not guarantee future performance.

View All Equity Elss Funds

Fund Family

Compare schemes from SBI Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
SBI Silver ETF - Regular Plan 17.81% 0.00% 32.29%
SBI Silver ETF Fund Of Fund - Regular Plan - Growth 17.10% 0.00% 29.87%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%
SBI Gold ETF - Regular Plan 13.11% 29.43% 23.35%
SBI US Specific Equity Active FOF - Regular Plan - Growth 12.74% 24.84% 16.24%
SBI Gold Fund - Regular Plan - Growth 12.50% 29.32% 9.52%
SBI Mnc Fund - Regular Plan - Growth 9.50% 6.24% 15.11%
SBI Childrens Fund - Savings Plan - Regular Plan - Growth 6.94% 10.44% 10.48%
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 6.79% 19.06% 29.07%

Returns are historical and do not guarantee future performance.

View All SBI Mutual Fund Funds

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.43%
Expense Ratio (Direct)
1.33%
Lock-in Period
1095
Fund Age
N/A
Benchmark
BSE 500 TRI

Exit Load

Charges that may apply when you redeem units

N/A
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