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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 · 1.17%Inception · 27-03-2018
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
0.00%
CAGR
Fund size
₹367 Cr
AUM
Expense ratio
1.17%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +0.00%.
Portfolio
Where the money is invested
Top holdings
TREPS8.08%
DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED EQ7.96%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.47%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.97%
SANATHAN TEXTILES LIMITED EQ4.74%
STATE BANK OF INDIA EQ NEW RE. 1/-4.63%
MUTHOOT FINANCE LIMITED EQ4.37%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-4.05%
GRINDWELL NORTON LIMITED EQ NEW FV RS.5/-3.94%
DELHIVERY LIMITED EQ NEW FV RE.1/-3.83%
Sector allocation
Financial Services35.11%
Chemicals11.18%
Automobile and Auto Components9.30%
Textiles7.53%
Capital Goods6.97%
Healthcare6.82%
Services3.83%
Information Technology3.16%
Construction Materials2.93%
Construction2.82%
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 Reg Plan
₹405.42
1Y
+9.8%
3Y
+16.4%
5Y
+14.9%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.61
1Y
+4.4%
3Y
+21.4%
5Y
+17.2%
Tata ELSS FundGrReg Plan
₹46.51
1Y
+3.7%
3Y
+13.2%
5Y
+12.8%
Baroda BNP Paribas ELSS Tax Saver Gr
₹99.03
1Y
+3.4%
3Y
+15.2%
5Y
+11.9%
Edelweiss ELSS Tax Saver Reg Gr
₹115.07
1Y
+3.4%
3Y
+13.3%
5Y
+11.8%
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