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

SBI · Sectoral
Very High
₹31.17
Current NAV
04 Nov 2026
-1.4%
1Y Return
19.4%
3Y CAGR
13.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.78).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.78
Sharpe Ratio
1.58
Beta
3.78
Alpha
1.08
Sortino
Fund Details
Fund House SBI
Category Sectoral
AUM ₹7330 Cr
Expense Ratio 1.58%
Min SIP ₹500
Min Lumpsum ₹1000
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