SBI Long Term Advantage Fund Series VI Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
24.49%
3Y annualised
-0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Jun 2025₹31.51
Min. SIP amountNot Supported
RatingNA
Fund size₹280.61Cr

Return calculator

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

Holdings (39)

NameSectorInstrumentAssets
FinancialEquity5.13%
ServicesEquity4.07%
FinancialEquity3.88%
CommunicationEquity3.78%
ConstructionEquity3.62%
FinancialEquity3.49%
ConstructionEquity3.39%
Consumer StaplesEquity3.09%
ServicesEquity3.04%
TextilesEquity2.84%
ChemicalsEquity2.76%
ServicesEquity2.74%
ChemicalsEquity2.68%
HealthcareEquity2.67%
ChemicalsEquity2.65%
ServicesEquity2.39%
AutomobileEquity2.38%
FinancialEquity2.29%
FinancialEquity2.23%
ServicesEquity2.23%
ServicesEquity2.21%
Consumer StaplesEquity2.17%
ConstructionEquity2.17%
FinancialEquity2.16%
HealthcareEquity2.14%
ServicesEquity2.13%
Consumer DiscretionaryEquity2.03%
Capital GoodsEquity2.01%
TextilesEquity1.97%
ServicesEquity1.97%
FinancialEquity1.95%
AutomobileEquity1.93%
Consumer StaplesEquity1.92%
ServicesEquity1.88%
TextilesEquity1.81%
Metals & MiningEquity1.75%
Consumer StaplesEquity1.62%
Consumer StaplesEquity1.40%
ServicesEquity1.06%
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 returns2.0%24.5%26.6%18.1%
Category average4.0%23.2%29.9%NA
Rank with in category8810NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.04%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Anup Upadhyay
Apr 2018 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th 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
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

SBI Long Term Advantage Fund Series VI Direct Growth
VS
Add mutual fund to compare
Looking to invest in mutual funds?
Explore diversified funds designed for every investor