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SBI Mutual Fund · Equity: ELSS
SBI Long Term Advantage Fund Series V - Regular Plan - Growth
The investment objective of the scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be realized.
EquityBenchmark · S&P BSE 500 TRITER · 1.90%Inception · 27-03-2018
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
0.00%
CAGR
Fund size
₹353 Cr
AUM
Expense ratio
1.90%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +0.00%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.95%
DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED EQ5.69%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.28%
STATE BANK OF INDIA EQ NEW RE. 1/-5.21%
TREPS5.13%
SANATHAN TEXTILES LIMITED EQ4.76%
MUTHOOT FINANCE LIMITED EQ4.58%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-4.12%
INFOSYS LIMITED EQ FV RS 53.78%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-3.72%
Sector allocation
Financial Services37.30%
Capital Goods9.70%
Chemicals8.78%
Textiles7.61%
Healthcare7.02%
Automobile and Auto Components6.38%
Information Technology3.78%
Consumer Services3.58%
Metals & Mining3.07%
Construction Materials2.76%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.0% p.a.₹10,000
10 years
Projected value
₹23,23,391
Invested: ₹12,00,000
Gained: ₹11,23,391
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Mohan Lal,
Manager since fund inception data not available
ISIN & identifiers
AMFI code
142139
ISIN (Growth)
INF200KA1RU2
ISIN (Div Re-inv)
—
Status
Close Ended Schemes
Peers
Other Equity: ELSS funds
Quant ELSS Tax Saver Gr
₹398.68
1Y
+11.5%
3Y
+18.2%
5Y
+16.3%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹53.54
1Y
+4.0%
3Y
+22.5%
5Y
+18.3%
Edelweiss ELSS Tax Saver Reg Gr
₹111.47
1Y
+3.3%
3Y
+14.2%
5Y
+12.6%
Tata ELSS FundGrReg Plan
₹45.03
1Y
+3.1%
3Y
+14.7%
5Y
+13.2%
BARODA BNP PARIBAS ELSS Tax Saver Gr
₹95.97
1Y
+2.8%
3Y
+16.6%
5Y
+12.6%
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