SBI Long Term Advantage Fund Sr6
The scheme seeks 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.
Growthvine rating: 3/5 — ranked #20 of 57 in category.
Fund basics
| Category | Equity: ELSS |
|---|
| NAV | ₹28.07 (as of 2026-10-23) |
|---|
| AUM | ₹0 Cr |
|---|
| Expense ratio | 0.00% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Nidhi Chawla |
|---|
| Exit load | 0 |
|---|
Performance & risk
| 5-year annualised return | 11.12% |
|---|
| Sharpe ratio | 0.23 |
|---|
| Standard deviation | 17.53% |
|---|
| Max drawdown | −36.12% |
|---|
| Alpha | -1.29 |
|---|
| Beta | 1.06 |
|---|
Over 5 years, captured 99.4% of Nifty 500's upside and 87.5% of its downside.
Market cap allocation
| Large cap | 21.3% |
|---|
| Mid cap | 20.6% |
|---|
| Small cap | 58.0% |
|---|
Concentration
| Top 5 holdings | 24.1% |
|---|
| Top 10 holdings | 43.3% |
|---|
| Total holdings | 34 |
|---|
| Index overlap | 12.2% |
|---|
| Active share | 87.8% |
|---|
Top holdings
- Foseco India Ltd — 6.2%
- West Coast Paper Mills Limited — 4.9%
- Kotak Mahindra Bank Ltd. — 4.4%
- Deepak Nitrite Limited — 4.3%
- Tata Motors Limited — 4.3%
- Sona BLW Precision Forgings Limited — 4.1%
- Bharti Airtel Ltd. — 4.1%
- Hatsun Agro Products Ltd. — 4.0%
- Elevate Campuses Limited — 3.6%
- Manappuram Finance Limited — 3.4%
Top sectors
- Chemicals — 13.4%
- Construction — 10.9%
- Banking & Financial — 9.8%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −9.3% | Q3 | #34 of 52 |
| 2025 | −0.5% | Q4 (Bottom) | #43 of 51 |
| 2024 | 23.2% | Q1 (Top) | #12 of 51 |
| 2023 | 38.2% | Q1 (Top) | #8 of 48 |
| 2022 | 1.9% | Q3 | #28 of 43 |