SBI Mutual Fund
ELSS · Direct Plan · Growth · Partial data — run cron sync to hydrate NAV history
Benchmark · Nifty 500 TRI
GET /api/cron/sync-mutual-funds with CRON_SECRETto backfill charts & returns.SBI Long Term Advantage Fund - Series III - Direct Plan - Growth is an open-ended elss scheme managed by SBI Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
Returns data not yet available
Run the cron sync to backfill NAV history and compute CAGR windows.
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
15.7%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.01
Category avg beta 1.03.
Sharpe (risk-adjusted)
0.96
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-15.8%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+0.3%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Infosys Ltd. | Information Technology | 14.5% |
| Tata Consultancy Services Ltd. | Information Technology | 14.3% |
| Larsen & Toubro Ltd. | Construction | 14.5% |
| Bharti Airtel Ltd. | Telecommunication | 11.9% |
| Axis Bank Ltd. | Financial Services | 5.8% |
| Kotak Mahindra Bank Ltd. | Financial Services | 6.6% |
| ITC Ltd. | Consumer Staples | 14.5% |
| Asian Paints Ltd. | Materials | 6.2% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2023
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Chart data not yet available
Run the cron sync to backfill 3 years of NAV history for this fund.
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor R
2026-02-15
Clean disclosure layout — finally see TER and risk together.
Investor S
2026-07-15
Good ELSS context without pushing products.
Investor P
2026-04-15
Compare tray makes advisor conversations faster.
SBI Long Term Advantage Fund - Series III - Direct Plan - Growth
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