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SBI Long Term Advantage Fund - Series III - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Sectoral
Very High
₹33.83
Current NAV
30 Mar 2026
-3.0%
1Y Return
14.5%
3Y CAGR
15.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.77).
  • Very large asset base (AUM: ₹13,820 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.17%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.77
Sharpe Ratio
1.37
Beta
4.77
Alpha
2.07
Sortino
Fund Details
Fund House SBI
Category Sectoral
AUM ₹13820 Cr
Expense Ratio 2.17%
Min SIP ₹500
Min Lumpsum ₹1000
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