CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
SBI Mutual Fund logo
EQUITY•ELSS

SBI Long Term Advantage Fund Series I Direct Plan Growth

3 Year return

0.00%
NAV on October 27, 2025
42.9016
1D Returns
+0.02%
Launched on November 2014(11 years)

Investment Details

N/A
Minimum SIP Amount
₹500
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹100
Gain
0%₹0
Total Value ₹0

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹51.56 Cr.
Expense Ratio
1.76% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

NC

Nidhi Chawla

Fund Manager since Nov 2017

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund18.4447%
3.5
HDFC ELSS Tax Saver22.628%
0
SBI ELSS Tax Saver Fund25.8352%
5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Long Term Advantage Fund Series I Direct Plan Growth

The SBI Long Term Advantage Fund Series I Direct Plan Growth is a part of the mutual fund offerings by SBI Mutual Fund, a well-known and reputable asset management company in India. This fund falls under the Equity Linked Savings Scheme (ELSS) category, which means it provides the dual benefit of potential capital appreciation through equity investments while also offering tax-saving benefits under Section 80C of the Income Tax Act.

Investment Objectives of the Scheme

The primary objective of the SBI Long Term Advantage Fund Series I Direct Plan Growth is to generate long-term capital growth by investing in a diversified portfolio of equities and equity-related instruments. Since it's an ELSS fund, it comes with a lock-in period of three years from the date of investment, which aligns well with the fund's aim of fostering long-term wealth creation.

Key Features of The Fund

5-year return
0%
Expense Ratio
1.76%
Fund Manager
Nidhi Chawla
Fund Size
₹51.56 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

This fund is suitable for investors who are looking for both capital appreciation and tax-saving benefits. If you have a long-term investment horizon and are comfortable with the volatility associated with equity investments, this fund could be a good fit. Additionally, individuals who wish to optimize their tax liability by investing in equity-linked savings schemes can benefit from this fund's tax-saving feature.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Choose the SIP Amount That Suits You the Best

Not sure how much to invest with your SIP? Don't sweat it! Angel One's SIP calculator is here to help. Just enter your goals and timeframe, and we'll show you a range of possible investment amounts that could get you there. No more guesswork - find the perfect SIP amount that fits your budget and puts you on the path to financial success. Get started with your SIP calculator today and watch your dreams take flight!

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Long Term Advantage Fund Series I Direct Plan Growth on October 27, 2025, is ₹42.9016
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Long Term Advantage Fund Series I Direct Plan Growth, is ₹51.56 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Long Term Advantage Fund Series I Direct Plan Growth is 1.76%
The SBI Long Term Advantage Fund Series I Direct Plan Growth was launched on November 01, 2014. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Long Term Advantage Fund Series I Direct Plan Growth is ₹0.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹0 in 3Y at 0% returns
SIP Date1st of every month

Your next SIP Payment will be on 26 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from