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EQUITY•ELSS

SBI Long Term Advantage Fund Series Iii

3 Year return

14.38%
NAV on December 12, 2025
45.1554
1D Returns
+0.1%
Launched on December 2015(10 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₹3,600
Gain
25.61%₹922
Total Value ₹4,522

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹68.79 Cr.
Expense Ratio
0.98% (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 Jan 2022

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 Fund14.8138%
3.5
HDFC ELSS Tax Saver20.8708%
0
SBI ELSS Tax Saver Fund23.0124%
5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Long Term Advantage Fund Series III Direct Plan Growth

The SBI Long Term Advantage Fund Series III Direct Plan Growth is a part of SBI Mutual Fund, which is one of the renowned names in the Indian mutual fund industry. This fund falls under the category of Equity Linked Saving Scheme (ELSS), also known as a tax-saving mutual fund.

Investment Objectives of the Scheme

The primary objective of the SBI Long Term Advantage Fund Series III Direct Plan Growth is to provide investors with the opportunity for long-term capital appreciation through investments in a diversified portfolio of equity and equity-related securities. Additionally, being an ELSS fund, it also offers tax benefits under Section 80C of the Income Tax Act.

Key Features of The Fund

5-year return
19.9658%
Expense Ratio
0.98%
Fund Manager
Nidhi Chawla
Fund Size
₹68.79 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

This fund is particularly suitable for individuals who are looking for a combination of potential capital growth and tax savings. It's ideal for those who have a long-term investment horizon and are willing to stay invested for at least three years, as ELSS funds come with a mandatory lock-in period of three years. Additionally, if you want exposure to equities with the added benefit of tax deductions, this fund could be a suitable choice for your investment portfolio.

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.

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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 Iii on December 12, 2025, is ₹45.1554
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 Iii, is ₹68.79 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 Iii is 0.98%
The SBI Long Term Advantage Fund Series Iii was launched on December 31, 2015. 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 Iii is ₹undefined.
  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

₹
₹4,522 in 3Y at 14.3845% returns
SIP Date1st of every month

Your next SIP Payment will be on 12 January 2026

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