Name: SBI Long Term Advantage Fund Series VI Direct Growth
Brand: SBI Mutual Fund

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SBI Long Term Advantage Fund Series VI Direct Growth
Equity
ELSS
Very High Risk
3Y Lock Inlock
58.52%
1Y return
+0.19% 1D
1M
6M
1Y
3Y
All
 NAV: 16 Sep 2021₹17.98
Min. SIP amountNA
Rating3star
Fund size₹285.81 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA58.5%20.3%20.3%
Category averageNA75.7%16.1%NA
Rank with in categoryNA177NA
Understand termsinfo
Holdings (27)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity8.8%
ICICI Bank Ltd.
FinancialEquity7.3%
Bharti Airtel Ltd.
CommunicationEquity4.0%
HCL Technologies Ltd.
TechnologyEquity3.6%
Power Grid Corporation of India Ltd.
EnergyEquity3.5%
Grindwell Norton Ltd.
MetalsEquity3.5%
Page Industries Ltd.
TextilesEquity3.3%
Hindalco Industries Ltd.
MetalsEquity3.3%
Navin Fluorine International Ltd.
ChemicalsEquity3.2%
Divi's Laboratories Ltd.
HealthcareEquity3.2%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity ELSS
thumb_up_altPros
Exit load is zero
thumb_down_altCons
Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Age is less than 3 years
1Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
0.81%
30 Sep 2020 - 31 Mar 2021
0.69%
31 Mar 2020 - 30 Sep 2020
0.70%
30 Sep 2019 - 31 Mar 2020
0.70%
31 Mar 2019 - 30 Sep 2019
1.76%
30 Sep 2018 - 31 Mar 2019
1.77%
Expense ratio, exit load and taxExpense ratio: 0.81%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationUpto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAnup Upadhyay
Apr 2018 - Present
View details
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Education
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Experience
He has over 16 years experience with over 13 years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst. He is Head of Research and currently he is also a fund manager in various schemes.
Also manages these schemes
SBI Technology Opportunities Fund IDCW
SBI Magnum Global Fund Growth
SBI Magnum Global Fund IDCW
SBI Flexicap Fund Growth
SBI Flexicap Fund IDCW
SBI Magnum Global Direct Plan IDCW
SBI Magnum Global Direct Plan Growth
SBI Flexicap Fund Direct IDCW
SBI Flexicap Fund Direct Growth
SBI Technology Opportunities Fund Direct IDCW
SBI Technology Opportunities Fund Growth
SBI Technology Opportunities Fund Direct Growth
SBI Equity Opportunities Fund Series I Regular Growth
SBI Equity Opportunities Fund Series I Regular IDCW
SBI Equity Opportunities Fund Series I Direct Growth
SBI Equity Opportunities Fund Series IV Direct Growth
SBI Equity Opportunities Fund Series IV Regular Growth
SBI Equity Opportunities Fund Series IV Regular IDCW
SBI Equity Opportunities Fund Series IV Direct IDCW
SBI Long Term Advantage Fund Series V Regular IDCW
SBI Long Term Advantage Fund Series V Direct Growth
SBI Long Term Advantage Fund Series V Regular Growth
SBI Long Term Advantage Fund Series V Direct IDCW
SBI Long Term Advantage Fund Series VI Regular Growth
SBI Long Term Advantage Fund Series VI Regular IDCW
SBI Long Term Advantage Fund Series VI Direct Growth
SBI Long Term Advantage Fund Series VI Direct IDCW
Fund house & investment objective
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SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM4,99,821.43 Cr
Date of Incorporation29 Jun 1987
SBI Long Term Advantage Fund Series VI Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to i
SBI Long Term Advantage Fund Series VI Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. null is the Current Fund Manager of SBI Long Term Advantage Fund Series VI Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,99,821 Cr and the Latest NAV as of 16 Sep 2021 is ₹17.98.
The SBI Long Term Advantage Fund Series VI Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of co
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
...Read more
Fund benchmarkS&P BSE 500 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.camsonline.com
Compare funds
SBI Long Term Advantage Fund Series VI Direct Growth
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	6M	1Y	3Y	All
Fund returns	NA	58.5%	20.3%	20.3%
Category average	NA	75.7%	16.1%	NA
Rank with in category	NA	17	7	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	8.8%
ICICI Bank Ltd.	Financial	Equity	7.3%
Bharti Airtel Ltd.	Communication	Equity	4.0%
HCL Technologies Ltd.	Technology	Equity	3.6%
Power Grid Corporation of India Ltd.	Energy	Equity	3.5%
Grindwell Norton Ltd.	Metals	Equity	3.5%
Page Industries Ltd.	Textiles	Equity	3.3%
Hindalco Industries Ltd.	Metals	Equity	3.3%
Navin Fluorine International Ltd.	Chemicals	Equity	3.2%
Divi's Laboratories Ltd.	Healthcare	Equity	3.2%

Rating	3
Fund size	₹285.81 Cr