SBI Mutual Fund

SBI Long Term Advantage Fund Series III Direct (G)

EquityTax Saving

₹ 42.4

NAV (Apr 09)

30.704%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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DSP ELSS Tax Saver Fund Direct (G)
27.3%5Y CAGR
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SBI Long Term Equity Fund Direct (G)
29.0%5Y CAGR

Scheme Information

Investment Objective

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
0.97 %
Launched 9Y ago
2016-03-31
AUM in Crores
68.5
ISIN
INF200KA1HN8
Lock-in (days)
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
500
Standard Deviation
14.5
Beta
0.9
Sharpe Ratio
0.6
Fund Managers

Nidhi Chawla

Fund Manager

Important Links
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Scheme Information Document

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Statement of Additional Information

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Portfolio Disclosure

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Key Information Memorandum

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AMC Fund Factsheet

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Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Reliance Industries Ltd.

7.22%
7.22%

Zomato Ltd.

6.37%
6.37%

Dixon Technologies (India) Ltd.

6.05%
6.05%

HDFC Bank Ltd.

5.65%
5.65%

Tube Investments Of India Ltd.

5.28%
5.28%
See all holdings
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Allocation by Sector

Financial

37.51%
37.51%

Consumer Staples

10.91%
10.91%

Energy

10.22%
10.22%

Materials

8.29%
8.29%

Capital Goods

8.23%
8.23%
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comparison

Comparison with Equity Funds

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Frequently Asked Questions

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