SBI Long Term Advantage Fund Series VI Regular-Growth
Equity
ELSS - Tax Saver
₹0.38% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
- Rating
Not Rated - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹238 Cr
- Created on2 July 2018
Fund Ranking
#8
/ 38 in ELSS - Tax Saver
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month5.3%
- 1 Year-0.0%
- 3 Year (CAGR)9.8%
- All Time (CAGR)14.2%
Category Return
- 6 Month7.6%
- 1 Year0.7%
- 3 Year (CAGR)11.5%
- All Time (CAGR)19.3%
Asset Allocation
- Equity92.1%
- Other7.9%
Top 5 Holdings
Top 5 Sectors
- Ashok Leyland1.83%
- Deepak Fertilisers And Petrochemicals Corporation2.42%
- Deepak Nitrite4.48%
- Foseco India5.87%
- Kansai Nerolac Paints1.93%
Fund Information
- Expense Ratio1.48%
- Exit LoadNo Exit Load
- Lock-In Period3 Years
Managed By
Anup Upadhyay
April 2018 - Present
Nidhi Chawla
Aug 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.22 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 17.56 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -1.57 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.07
Refer other scheme related information here: Scheme details, SAI, Portfolio Disclosures, Fact Sheet, Scheme Performance, Fund news, Commission Disclosure
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.