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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹262 Cr
Lock In Period
3 Years
Expense Ratio
1.4
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for SBI Long Term Advantage Fund - Series VI Growth include a ₹27.9517 NAV as of Mar 12,2026 and returns since inception of 55.75%. Minimum investments start at SIP ₹0. The SBI Long Term Advantage Fund - Series VI Growth AUM is ₹262 Cr, with a lock-in of 3 Years years, expense ratio of 1.4%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -7.69% returns, against a category average of -1.36% and a category best of 7.41%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.69 | -1.36 | 7.41 |
| 6M | -8.37 | 1.60 | 24.27 |
| 1Y | 6.73 | 5.89 | 78.49 |
| 3Y | 15.92 | 14.49 | 130.26 |
Portfolio Analysis
- Equity: 94.51%
- Debt: 5.49%
- Others
As on: 2026-01-31
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About Fund
SBI Long Term Advantage Fund - Series VI Growth managed by SBI Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹262 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.4. Under the expert guidance of Nidhi Chawla ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Long Term Advantage Fund - Series VI Growth | 0 | 261.54 CR | 1.4 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41.44 CR | 1.41 |
| This FundSBI Tax Advantage Fund - Series II Growth | 0 | 42.27 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Long Term Advantage Fund - Series VI Growth | 6.7251 | 55.7494 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |
FAQs
SBI Long Term Advantage Fund - Series VI Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Long Term Advantage Fund - Series VI Growth is 1.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Long Term Advantage Fund - Series VI Growth’s fund performance is as follows:
- 1 Month : -7.69%
- 6 Months : -8.37%
- 1 Year : 6.73%
- 3 Years : 15.92%
You can invest in SBI Long Term Advantage Fund - Series VI Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Long Term Advantage Fund - Series VI Growth is ₹262 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Long Term Advantage Fund - Series VI Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500