Comprehensive analysis of SBI Long Term Advantage Fund - Series V (IDCW) (35435) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Funds Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Good Returns
High Risk
Moderate Expenses
Equity Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Market exposure level
Historical performance consistency
Fund manager experience
Risk-adjusted returns
Fund management costs
Assets under management
This fund has outperformed its benchmark by 9.02% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Sanathan Textiles Ltd | Textiles | 9.46% |
| Deepak Fertilizers & Petrochemicals Corp Ltd | Chemicals | 8.25% |
| State Bank of India | Banks | 7.60% |
| TREPS | Debt Others | 7.29% |
| ICICI Bank Ltd | Banks | 6.88% |
| HDFC Bank Ltd | Banks | 6.77% |
| Maruti Suzuki India Ltd | Automobile | 6.73% |
| Interglobe Aviation Ltd | Air Transport Service | 6.10% |
| Infosys Ltd | IT - Software | 4.09% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.97% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1623.49 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1524.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1454.62 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1410.58 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1036.14 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹932.70 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹544.61 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹544.06 | 15.71% | 0.49% | 15.27% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹509.11 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹467.46 | 12.50% | -2.79% | 24.35% |
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