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SBI Long Term Advantage Fund Series V Regular Plan Growth

EquityELSS (Tax Savings)

30.89

-0.07(-0.23%)

NAV as on 10 Dec, 2025

CAGR

21.42%3Y lock in

Top Performer

This scheme has achieved the highest returns in its ELSS (Tax Savings) category over 1Y.

Returns

AUM (Crs.)381.66
Expense Ratio-
Sharpe Ratio / Category Average1.04
Standard Deviation / Category Average13.69
Beta / Category Average0.92
Portfolio Turnover / Category Average114.37 / 59.59
Top 5 Stocks Wt.35.94
Top 10 Stocks Wt.56.79
Top 3 Sectors Wt.82.40
Investment StyleLarge Growth
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Market Cap

Concentration

No. of Stocks--
Avg. Market Cap--
Top 10 Stocks--
Top 5 Stocks--
Top 3 Sectors--

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Fundamentals

Measures	Fund	Category Average

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Nidhi Chawla
Launch Date27 Mar, 2018
BenchmarkS&P BSE 500

Objective

"The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equityrelated instruments of companies along with income tax benefit.However, there can be no assurance that the investment objective of the Scheme will be realized."

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