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

SBI · Sectoral
Very High
₹29.43
Current NAV
04 Nov 2026
-4.8%
1Y Return
8.7%
3Y CAGR
10.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.27).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.27).
  • 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 (2.07%) 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
1.27
Sharpe Ratio
0.87
Beta
6.27
Alpha
1.61
Sortino
Fund Details
Fund House SBI
Category Sectoral
AUM ₹13820 Cr
Expense Ratio 2.07%
Min SIP ₹500
Min Lumpsum ₹1000
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