SBI Long Term Advantage Fund Series III Growth

Equity
ELSS
Very High Risk
3Y Lock In
+14.42%
3Y annualised
+0.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Dec 2025
₹42.27
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹68.79Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (26)

NameSectorInstrumentAssets
EnergyEquity8.74%
FinancialEquity6.45%
FinancialEquity6.20%
HealthcareEquity5.32%
FinancialEquity5.02%
ConstructionEquity4.73%
ChemicalsEquity4.51%
AutomobileEquity4.13%
FinancialEquity3.99%
Metals & MiningEquity3.80%
FinancialEquity3.55%
TextilesEquity3.43%
InsuranceEquity3.33%
ConstructionEquity3.26%
FinancialEquity3.20%
FinancialEquity2.95%
Consumer StaplesEquity2.52%
FinancialEquity2.47%
Metals & MiningEquity2.44%
Consumer StaplesEquity2.35%
ConstructionEquity2.34%
Consumer StaplesEquity2.29%
TechnologyEquity2.21%
TextilesEquity2.04%
ConstructionEquity1.89%
Capital GoodsEquity1.51%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-8.8%14.4%19.3%16.0%
Category average0.5%17.6%21.9%NA
Rank with in category141310NA
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Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
4.2%22.6%32,326.50
5
8.0%20.2%17,241.17
4
0.8%17.0%6,796.33
5
4.0%16.4%5,790.91
4
3.7%16.2%15,519.07

Expense ratio, exit load and tax

Expense ratio: 1.39%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
SBI Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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