MF
MFGenie.ai
Other

SBI Long Term Advantage Fund - Series V · Direct · Growth

SBI Mutual Fund

NAV

₹32.4390

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+1.98%
3Y
+20.90%
5Y
+17.38%
Since Inception
+14.87%

SIP returns (XIRR)

1Y
+4.21%
3Y
+15.89%
5Y
+17.20%
Since Inception
+17.86%

Returns calculated from 27 March 2018 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

Thinking about SBI Long Term Advantage Fund - Series V · Direct · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HouseSBI Mutual Fund
CategoryOther
Launch Date21 Dec 2017
AMFI Code142138
Transaction facts
Exit LoadNIL

Available transactions

RedeemDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with SBI Long Term Advantage Fund Series V - Regular Plan - Growth

Holding% NAV

Investment Objective

SBI Long Term Advantage Fund - Series V · Direct · 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 V · Direct · Growth is a Other mutual fund offered by SBI Mutual Fund. The fund has been operational for over 8 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