SBI Long Term Advantage Fund - Series V (G)

SBI Long Term Advantage Fund - Series V (G)

Equity | ELSS
Returns 2.18% annually for last 1 yr
NAV on 18 Jun 2026₹31.25
Min SIP Amount₹0

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

SBI Long Term Advantage Fund - Series V (G) has an Asset Under Management (AUM) of Rs. 354.09 Cr as on 2026-06-18. The fund has an expense ratio of 1.17, which is quite reasonable as compared to most other Equity mutual fund schemes.

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

SBI Long Term Advantage Fund - Series V (G) is a Equity mutual fund scheme from SBI Mutual Fund. This fund has been launched on 2017-12-21. The sub-category of this fund is ELSS. The 1-year, 3-year and 5-year returns of this fund were 2.18, 20.58 and 17.03 respectively.

Fund age
8 years6 months
AUM
₹ 354.09 Cr
Lock-in Period
3
Exit Load
NIL
Expense ratio
1.17%
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
Banks21.43%
Finance13.65%
Chemicals & Petrochemical8.78%
Textiles & Apparels7.61%
Pharmaceuticals & Biotech7.02%
Industrial Products6.61%

Frequently Asked Questions

You are here

Disclaimer for Mutual fund

*Disclaimer for Bajaj Finance Limited (‘BFL’): "Stock trading business is carried by Bajaj Financial Securities Limited ...

Powered by Bajaj Financial Securities Limited (Bajaj Broking)