Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+1.04%
1 Month-6.01%
3 Months-5.40%
6 Months-3.74%
1 Year-3.01%
3 Years (CAGR)+14.52%
5 Years (CAGR)+15.23%
10 Years (CAGR)—
Since Inception (Jul 2018)+16.45%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-8.58%
3 Year SIP+3.43%
5 Year SIP+9.69%
Since Inception (Jul 2018)+15.87%
Fund Details
Fund HouseSBI Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min Lumpsum₹500
Launch Date03 Jul 2018
AMFI Code136004
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
SBI Long Term Advantage Fund - Series III - Regular Plan - Growth by SBI Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
SBI Long Term Advantage Fund - Series III - Regular Plan - Growth is a Other mutual fund offered by SBI Mutual Fund. The fund has been operational for over 7 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations