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 |
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| NAV | ₹31.24 (as of 2026-08-21) |
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| AUM | ₹0 Cr |
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| Expense ratio | 0.00% |
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| Riskometer | Very High |
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| Fund manager | Nidhi Chawla |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 13.48% |
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| Sharpe ratio | 0.34 |
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| Standard deviation | 17.19% |
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| Max drawdown | -36.12% |
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| Alpha | -1.23 |
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| Beta | 1.07 |
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Over 5 years, captured 98.8% of Nifty 500's upside and 87.7% of its downside.
Market cap allocation
| Large cap | 34.3% |
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| Mid cap | 18.2% |
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| Small cap | 47.5% |
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Concentration
| Top 5 holdings | 22.8% |
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| Top 10 holdings | 41.9% |
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| Total holdings | 34 |
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| Index overlap | 20.5% |
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| Active share | 79.5% |
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Top holdings
- City Union Bank Ltd — 5.2%
- State Bank Of India — 4.8%
- Bharti Airtel Ltd. — 4.4%
- Tata Motors Limited — 4.2%
- Larsen & Toubro Limited — 4.2%
- ICICI Bank Ltd. — 4.2%
- Kotak Mahindra Bank Ltd. — 3.9%
- Manappuram Finance Limited — 3.9%
- Sona BLW Precision Forgings Limited — 3.7%
- Delhivery Limited — 3.5%
Top sectors
- Banking & Financial — 25.9%
- Finance & Investments — 10.9%
- Construction — 10.3%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 0.9% | Q2 | #26 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 |