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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 · 1.38%Inception · 27-03-2018
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹366 Cr
AUM
Expense ratio
1.38%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED EQ8.50%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.25%
SANATHAN TEXTILES LIMITED EQ5.03%
STATE BANK OF INDIA EQ NEW RE. 1/-4.76%
GRINDWELL NORTON LIMITED EQ NEW FV RS.5/-4.48%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.13%
DELHIVERY LIMITED EQ NEW FV RE.1/-3.86%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-3.86%
MUTHOOT FINANCE LIMITED EQ3.78%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-3.59%
Sector allocation
Financial Services35.15%
Chemicals11.85%
Automobile and Auto Components9.28%
Textiles7.39%
Capital Goods6.96%
Healthcare6.64%
Services3.86%
Construction3.01%
Construction Materials2.94%
Information Technology2.63%
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
₹397.61
1Y
+7.6%
3Y
+12.9%
5Y
+11.8%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.88
1Y
+6.4%
3Y
+18.9%
5Y
+15.0%
JM ELSS Tax Saver Fund Reg Gr
₹50.84
1Y
+3.3%
3Y
+13.7%
5Y
+11.0%
Bank Of India ELSS Tax Saver Eco Gr
₹173.15
1Y
+1.5%
3Y
+10.5%
5Y
+8.6%
HSBC ELSS Tax Saver Fund Reg Gr
₹137.06
1Y
+1.3%
3Y
+14.1%
5Y
+10.5%
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