SBI Long Term Advantage Fund - Series VI - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth -3.95 5.39 -2.12 20.26 23.92 17.48
BSE 500 -4.78 2.59 -1.79 13.81 19.23 14.37

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-July-2025

  • HDFC Bank Ltd.

  • TREPS

  • Bharti Airtel Ltd.

  • City Union Bank Ltd.

  • Larsen & Toubro Ltd.

  • Shree Cement Ltd.

  • Axis Bank Ltd.

  • Sanathan Textiles Ltd.

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.

  • Hatsun Agro Product Ltd.

  • Krishna Institute of Medical Sciences Ltd.

  • CARE Ratings Ltd.

  • Eternal Ltd.

  • TBO Tek Ltd.

  • Delhivery Ltd.

  • Sai Silks (Kalamandir) Ltd.

  • Finolex Industries Ltd.

  • Interglobe Aviation Ltd.

  • Hawkins Cookers Ltd.

  • Aptus Value Housing Finance India Ltd.

  • Brainbees Solutions Ltd.

  • Kotak Mahindra Bank Ltd.

  • Vedant Fashions Ltd.

  • Westlife Foodworld Ltd.

  • Indian Energy Exchange Ltd.

  • Honeywell Automation India Ltd.

  • H.G. Infra Engineering Ltd.

  • Equitas Small Finance Bank Ltd.

  • Maruti Suzuki India Ltd.

  • Jubilant Foodworks Ltd.

  • Sona Blw Precision Forgings Ltd.

  • Indegene Ltd.

  • Ganesha Ecosphere Ltd.

  • Pakka Ltd.

  • Colgate Palmolive (India) Ltd.

  • SBI Cards & Payment Services Ltd.

  • Grindwell Norton Ltd.

  • Relaxo Footwears Ltd.

  • Firstsource Solutions Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • Engineering - Construction

  • e-Commerce

  • Consumer Food

  • Miscellaneous

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Textile - Spinning

  • Chemicals

  • Hospital & Healthcare Services

  • Ratings

  • Travel Services

  • Courier Services

  • Retailing

  • Plastic Products

  • Airlines

  • Consumer Durables - Domestic Appliances

  • Finance - Housing

  • Textile

  • Power Generation/Distribution

  • Restaurants

  • Consumer Durables - Electronics

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Business Support

  • Textile - Manmade Fibres

  • Paper & Paper Products

  • Household & Personal Products

  • Finance - NBFC

  • Abrasives

  • Footwear

  • BPO/ITeS

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Fund Manager

  • Education:BBS, MBE, Pursuing CFA (USA) Level III candidate
  • Experience:4 years
  • Basic Details:Ms. Nidhi has over 4 years experience in Mutual Fund Industry. 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.
  • Funds Managed:
  • SBI Equity Savings Fund
  • Cash

  • Equity

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About SBI Long Term Advantage Fund - Series VI

Scheme Analysis

SBI Long Term Advantage Fund - Series VI is a Equity - ELSS fund and belongs to SBI Mutual Fund. It was launched on 17-Jul-2018 and currently has an AUM of ₹277 crore. SBI Long Term Advantage Fund - Series VI is benchmarked against BSE 500 as primary index.

The NAV of SBI Long Term Advantage Fund - Series VI ended down ₹-0.34(-1.06%)yesterday to ₹31.2221.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The SBI Long Term Advantage Fund - Series VI is managed by Nidhi Chawla .

Fund House Contact

9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051

022 - 61793537
022 - 22189663
www.sbimf.com