SBI Long Term Advantage Fund - Series I (G)

SBI Long Term Advantage Fund - Series I (G)

Equity | ELSS
Returns 16.78% annually for last 1 yr
NAV on 03 Feb 2025₹41.35
Min SIP Amount₹0

About SBI Long Term Advantage Fund - Series I (G)

SBI Long Term Advantage Fund - Series I (G) has an Asset Under Management (AUM) of Rs. 51.56 Cr as on 2025-02-03. The fund has an expense ratio of 2.89, which is quite reasonable as compared to most other Equity mutual fund schemes.

Key features of SBI Long Term Advantage Fund - Series I (G)

SBI Long Term Advantage Fund - Series I (G) is a Equity mutual fund scheme from SBI Mutual Fund. This fund has been launched on 2014-11-01. The sub-category of this fund is ELSS. The 1-year, 3-year and 5-year returns of this fund were 16.78, 15.49 and 24.72 respectively.

Fund age
11 years9 months
AUM
₹ 51.56 Cr
Lock-in Period
3
Exit Load
NIL
Expense ratio
2.89%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

Tenure (in years)

years

Expected Return

%

Returns (by years)

Estimated Returns
Invested Amount

Moderately High

Your investment will be at Moderately High risk

Sector NameAllocation
Debt18.83%
Banks18.12%
Capital Markets9.12%
Agricultural Food & other7.12%
Industrial Products6.78%
Petroleum Products6.5%

Frequently Asked Questions

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