SBI Long Term Advantage Fund Series I Regular IDCW
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Equity, ELSS, Principal at low risk
1 Year Return 16.68% at 16 Feb 2026 04:04 PM
Fund Details
NAV 34.821
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 11.03
Fund Size(in Crores) 49.5
Fund Performance
1 Month -4.44%
3 Month -4.46%
6 Month -4.92%
1 Year 16.68%
3 Year 15.48%
5 Year 24.69%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Financial 31.61 Energy 9.42 Capital Goods 9.07 Consumer Staples 8.82 Services 5.66 Healthcare 3.88 Textiles 3.58 Construction 3.44 Communication 2.13 Automobile 0.31 Top Holding
Debt & Others (100%) Sector Allocation Repo 99.9 Net Receivables 0.1 Debt Credit Ratings Debt Category Others 100.0
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -0.92% Ret 1Y 11.19% Ret 3Y 13.35% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -0.92% Ret 1Y 11.19% Ret 3Y 13.35% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -0.16% Ret 1Y 16.17% Ret 3Y 15.76% Ret 5Y 9.65%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -0.16% Ret 1Y 16.17% Ret 3Y 15.76% Ret 5Y 9.65%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -0.16% Ret 1Y 16.17% Ret 3Y 15.76% Ret 5Y 9.65%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M 0.39% Ret 1Y 8.97% Ret 3Y 15.72% Ret 5Y 9.06%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M 0.39% Ret 1Y 8.97% Ret 3Y 15.72% Ret 5Y 9.06%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M 0.39% Ret 1Y 8.97% Ret 3Y 15.72% Ret 5Y 9.06%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -0.01% Ret 1Y 11.79% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -0.01% Ret 1Y 11.79% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 0.14% Ret 1Y 11.86% Ret 3Y 15.7% Ret 5Y 15.88%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.4%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Nidhi Chawla
Education Ms. Chawla holds BBS degree and has also done MBE and CFA.
Experience She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low risk
AMC and Fund details
Rank (total sets) 5
Date of Incorporation 2015-02-06
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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