- Mutual Funds
- SBI Mutual Fund
- SBI Long Term Advantage Fund Series I (G)
SBI Long Term Advantage Fund Series I (G)
₹ 41.35
NAV (Feb 03)
View Less
SBI Long Term Advantage Fund Series I (G) Calculator
Investment Duration5 years
7,32,612
Total Investment6,52,341
Wealth Gained13,84,953
Total Corpus Created (₹)
With CAGR of 24.694 % in 5 yearsHistorical NAV
₹ 41.3545
NAV (Feb 3)
Fund Returns
Last 1Y | 16.7% |
Last 3Y | 15.5% |
Last 5Y | 24.7% |
Last 10Y | - |
Since Inception | 15.3% |
6 Month CAGR | -4.9% |
Scheme Information
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Expense Ratio | 1.4 % |
Launched 10Y ago | 2015-02-06 |
AUM in Crores | 49.5 |
ISIN | INF200K016X3 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 500 |
Standard Deviation | 12.9 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Long Term Advantage Fund Series I (G) | 13,84,953 | 6,52,341 | 24.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
7.23%Reliance Industries Ltd.
7.18%Dixon Technologies (India) Ltd.
6.36%Zomato Ltd.
6.17%HDFC Bank Ltd.
5.67%
Allocation by Sector
Financial
31.61%Energy
9.42%Capital Goods
9.07%Consumer Staples
8.82%Services
5.66%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.9% | 16.7% | ||
8% | 7.9% | ||
7.5% | 7.5% | ||
7.2% | 7.8% | ||
18.2% | 18.9% |
SBI Long Term Advantage Fund Series I (G) Calculator
Investment Duration5 years
7,32,612
Total Investment6,52,341
Wealth Gained13,84,953
Total Corpus Created (₹)
With CAGR of 24.694 % in 5 yearsSBI Long Term Advantage Fund Series I (G) Review
SBI Long Term Advantage Fund Series I (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.25% over 10 years. The fund has grown over a period of 10 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is Nidhi Chawla.
Nav of SBI Long Term Advantage Fund Series I (G) as of 2/3/2025 is ₹41.35 with the total AUM as of 4/11/2025 is ₹49.5. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Long Term Advantage Fund Series I (G) was launched on 2015-02-06. The category risk of the fund is Low.
The minimum SIP amount for SBI Long Term Advantage Fund Series I (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
SBI Long Term Advantage Fund Series I (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Long Term Advantage Fund Series I (G).
Frequently Asked Questions
What is SBI Long Term Advantage Fund Series I (G)?
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