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Fund Overview of SBI Long Term Advantage Fund Series VI Regular-Growth
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₹247.9 CrAUM
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₹29.94NAV
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1.48%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
SBI Long Term Advantage Fund Series VI Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -4.05% | NA | 2.82% |
| 6 Months | 2.30% | NA | 12.04% |
| 1 Year | -3.18% | -3.18% | -0.22% |
| 2 Years | -4.69% | -2.37% | 19.10% |
| 3 Years | 31.53% | 9.57% | 18.55% |
| 5 Years | 64.98% | 10.53% | 21.70% |
| 7 Years | 172.32% | 15.39% | NA |
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As on Thu Nov 05, 2026
Asset Allocation of SBI Long Term Advantage Fund Series VI Regular-Growth
equities
96.14%other assets or cash equivalents
3.86%Large Cap: 21.34%
Mid Cap: 20.63%
Small Cap: 58.04%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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SBI Long Term Advantage Fund Series VI Regular-Growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 17 Jul 2018, the fund aims Capital appreciation over a period of 10 years. investment in equity and equity related instruments of companies along with income tax benefit u/s 80C of the Income Tax Act, 1961. It manages assets worth ₹247.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.48%. Fund Manager Manager Education
About FundAbout SBI Long Term Advantage Fund Series VI Regular-Growth
The portfolio allocation consists of 96.14% in equities, 3.86% in other assets or cash equivalents.Managed by Nidhi Chawla, it has delivered a return of -3.18% in the last year, a total return since inception of 14.11%.
To take well-planned financial choices it helps to compare best sip to invest that align with long-term goals.
Nidhi Chawla
Ms. Chawla holds BBS degree and has also done MBE and CFA.
Key Metrics of SBI Long Term Advantage Fund Series VI Regular-Growth
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Standard Deviation17.56%
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Mean9.49%
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Sharpe Ratio0.22%
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Alpha-1.57%
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Beta1.07%
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Sortino Ratio0.28%
SBI Long Term Advantage Fund Series VI Regular-Growth Fund Details
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Compare Mutual Funds
SBI Long Term Advantage Fund Series VI Regular-Growth Fund Returns Comparison
Compare SBI Long Term Advantage Fund Series VI Regular-Growth with other mutual funds in the same category
SBI Long Term Advantage Fund Series VI Regular-Growth
Motilal Oswal ELSS Tax Saver Fund Direct-Growth
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct-Growth  |
₹4,890 | 0.06% | -1.47% | 6.71% | 20.53% | 16.25% |
| Motilal Oswal ELSS Tax Saver Fund Direct-IDCW |
₹4,890 | 0.06% | -1.47% | 6.71% | 20.53% | 16.25% |
Motilal Oswal ELSS Tax Saver Fund Regular-Growth  |
₹4,890 | -0.04% | -1.75% | 5.48% | 19.12% | 14.87% |
| Motilal Oswal ELSS Tax Saver Fund Regular-IDCW |
₹4,890 | -0.04% | -1.75% | 5.48% | 19.12% | 14.87% |
| Quant ELSS Tax Saver Fund Direct-Growth |
₹13,103 | 3.81% | 0.30% | 10.29% | 15.90% | 14.62% |
| Quant ELSS Tax Saver Fund Direct-IDCW |
₹13,103 | 3.81% | 0.30% | 10.29% | 15.90% | 14.62% |
| SBI Long Term Advantage Fund Series V Direct-Growth |
₹366 | 2.14% | -2.99% | 0.82% | 20.94% | 14.13% |
| SBI Long Term Advantage Fund Series V Direct-IDCW |
₹366 | 2.14% | -2.99% | 0.82% | 20.94% | 14.13% |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth |
₹34 | -3.01% | -8.29% | 0.76% | 10.20% | 14.12% |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW |
₹34 | -3.01% | -8.29% | 0.76% | 10.20% | 14.12% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
SBI ELSS Tax Saver Fund Regular-Growth
|
₹30,027 | 5.53% | -2.88% | 0.31% | -3.94% | 13.91% |
|
SBI ELSS Tax Saver Fund Direct-Growth
|
₹30,027 | 5.58% | -2.73% | 0.62% | -3.34% | 14.66% |
|
SBI ELSS Tax Saver Fund Direct Plan-IDCW
|
₹30,027 | 5.58% | -2.73% | 0.62% | -3.34% | 14.66% |
|
SBI ELSS Tax Saver Fund Regular-IDCW
|
₹30,027 | 5.53% | -2.88% | 0.31% | -3.94% | 13.91% |
|
SBI Long Term Advantage Fund Series V Direct-Growth
|
₹366 | 2.14% | -2.99% | 6.45% | 0.82% | 20.94% |
|
SBI Long Term Advantage Fund Series V Regular-Growth
|
₹366 | 2.14% | -3.02% | 6.34% | 0.53% | 20.53% |
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SBI Long Term Advantage Fund Series V Direct-IDCW
|
₹366 | 2.14% | -2.99% | 6.45% | 0.82% | 20.94% |
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SBI Long Term Advantage Fund Series V Regular-IDCW
|
₹366 | 2.14% | -3.02% | 6.34% | 0.53% | 20.53% |
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SBI Long Term Advantage Fund Series VI Direct-Growth
|
₹248 | 1.45% | -4.02% | 2.41% | -2.91% | 9.93% |
View More
growth is based on 1-month returns of the fundsSBI Long Term Advantage Fund Series VI Regular-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Axis ELSS - Tax Saver Direct-Growth |
₹30,269 | ₹112.77 | 12.34% | 6.22% | 12.69% |
| Axis ELSS - Tax Saver Fund-Growth |
₹30,269 | ₹98.92 | 11.52% | 5.42% | 11.73% |
| Axis ELSS - Tax Saver Direct-IDCW |
₹30,269 | ₹52.18 | 12.34% | 6.22% | 12.69% |
| Axis ELSS - Tax Saver Fund-IDCW |
₹30,269 | ₹24.22 | 11.52% | 5.42% | 11.73% |
| SBI ELSS Tax Saver Fund Direct-Growth |
₹30,027 | ₹467.20 | 14.66% | 14.03% | 14.58% |
| SBI ELSS Tax Saver Fund Regular-Growth |
₹30,027 | ₹428.81 | 13.91% | 13.29% | 13.84% |
| SBI ELSS Tax Saver Fund Direct Plan-IDCW |
₹30,027 | ₹115.72 | 14.66% | 14.03% | 14.58% |
| SBI ELSS Tax Saver Fund Regular-IDCW |
₹30,027 | ₹86.94 | 13.91% | 13.29% | 13.84% |
| Mirae Asset ELSS Tax Saver Fund Direct-Growth |
₹24,625 | ₹56.97 | 13.56% | 10.37% | 16.66% |
| Mirae Asset ELSS Tax Saver Fund Regular-Growth |
₹24,625 | ₹49.73 | 12.47% | 9.24% | 15.23% |
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Top funds are based on Fund AUM
SBI Long Term Advantage Fund Series VI Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 10.39% | ₹26.03 Cr |
| Repo | Unspecified | 9.48% | ₹25.36 Cr |
| Repo | Unspecified | 6.72% | ₹16.75 Cr |
| Meesho Ltd. | 6.00% | ₹16.24 Cr | |
| Foseco India Ltd | Materials | 6.19% | ₹15.35 Cr |
| Foseco India Ltd | Materials | 6.19% | ₹15.35 Cr |
| Foseco India Ltd | Materials | 6.19% | ₹15.35 Cr |
| Foseco India Ltd | Materials | 5.83% | ₹15.28 Cr |
| Foseco India Ltd | Materials | 5.83% | ₹15.28 Cr |
| Foseco India Ltd | Materials | 5.83% | ₹15.28 Cr |
| Foseco India Ltd | Materials | 5.83% | ₹15.28 Cr |
| Foseco India Ltd | Materials | 5.83% | ₹15.28 Cr |
| Foseco India Ltd | Materials | 5.83% | ₹15.28 Cr |
| Foseco India Ltd | Materials | 5.83% | ₹15.28 Cr |
| City Union Bank Ltd | Financial | 5.77% | ₹15.09 Cr |
| Hdfc Bank Ltd | Financial | 5.39% | ₹14.93 Cr |
| Hdfc Bank Ltd | Financial | 5.58% | ₹14.91 Cr |
| Hdfc Bank Ltd | Financial | 5.43% | ₹14.67 Cr |
| Hdfc Bank Ltd | Financial | 5.36% | ₹14.61 Cr |
| Hdfc Bank Ltd | Financial | 5.36% | ₹14.61 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund Direct-Growth |
₹63.92 | 20.53% | 16.25% | - |
| Motilal Oswal ELSS Tax Saver Fund Direct-IDCW |
₹39.52 | 20.53% | 16.25% | - |
| Motilal Oswal ELSS Tax Saver Fund Regular-Growth |
₹54.96 | 19.12% | 14.87% | - |
| Motilal Oswal ELSS Tax Saver Fund Regular-IDCW |
₹30.33 | 19.12% | 14.87% | - |
| Quant ELSS Tax Saver Fund Direct-Growth |
₹468.10 | 15.90% | 14.62% | - |
| Quant ELSS Tax Saver Fund Direct-IDCW |
₹62.40 | 15.90% | 14.62% | - |
| SBI Long Term Advantage Fund Series V Direct-Growth |
₹33.15 | 20.94% | 14.13% | - |
| SBI Long Term Advantage Fund Series V Direct-IDCW |
₹33.15 | 20.94% | 14.13% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth |
₹30.49 | 10.20% | 14.12% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW |
₹29.03 | 10.20% | 14.12% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Long Term Advantage Fund Series VI Regular-Growth
What is the current AUM of SBI Long Term Advantage Fund Series VI Regular-Growth?
As of Wed Sep 30, 2026, SBI Long Term Advantage Fund Series VI Regular-Growth manages assets worth ₹247.9 crore
How has SBI Long Term Advantage Fund Series VI Regular-Growth performed recently?
- 3 Months: -4.05%
- 6 Months: 2.30%
What is the long-term performance of SBI Long Term Advantage Fund Series VI Regular-Growth?
- 3 Years CAGR: 9.57%
- 5 Years CAGR: 10.53%
- Since Inception: 14.11%
What is the portfolio composition of SBI Long Term Advantage Fund Series VI Regular-Growth?
Equity: 96.14%, Others: 3.86%.
Who manages SBI Long Term Advantage Fund Series VI Regular-Growth?
SBI Long Term Advantage Fund Series VI Regular-Growth is managed by Nidhi Chawla from SBI Mutual Fund.
What is the market-cap allocation of SBI Long Term Advantage Fund Series VI Regular-Growth?
Large Cap: 21.34%, Mid Cap: 20.63%, Small Cap: 58.04%.
Which are the top companies SBI Long Term Advantage Fund Series VI Regular-Growth has invested in?
- Repo – 10.39% of the fund's portfolio
- Repo – 9.48% of the fund's portfolio
- Repo – 6.72% of the fund's portfolio
- Meesho Ltd. – 6.00% of the fund's portfolio
- Foseco India Ltd – 6.19% of the fund's portfolio
Which are the major sectors SBI Long Term Advantage Fund Series VI Regular-Growth focuses on?
- Materials – 59.39% of the fund's portfolio
- Financial – 32.89% of the fund's portfolio
- Unspecified – 26.59% of the fund's portfolio
- Other – 6.00% of the fund's portfolio
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