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Open ICICI 3-in-1 Account

Apr 15, 2026

Category ELSS
AUM (Cr.) 223.50
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 1.40
Sharpe Ratio -2.37
Beta Ratio 0.00
Fund Manager Nidhi Chawla
Inception Date Jul 17, 2018
Risk Level Moderately High

Investment Objective

The Investment Objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity-related instruments of companies along with income tax benefit.

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S&P BSE 500 TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Long Term Advantage Fund - Series VI (IDCW) 7.29 -4.47 3.47 16.55 15.29 14.81
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST ELSS/TAX SAVER FUNDS 6.49 -3.8 6.76 15.83 15.11 14.03
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram LT MC Tax Advantage Fund-Sr.III (IDCW) 28.7407 2.57 14.29 17.82 22.38 63.44 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.III (G) 32.8493 2.57 14.29 17.82 22.38 63.44 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.VI (IDCW) 25.5126 2.52 13.58 18.13 23.05 30.91 1.42 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.VI (G) 26.3986 2.52 13.58 18.13 23.05 30.91 1.42 500.00 invest
Sundaram LT Tax Advantage Fund - Sr.II (IDCW) 27.0320 0.03 0.00 0.00 0.00 13.09 1.38 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Long Term Advantage Fund - Series VI (IDCW) 7.29 -4.47 3.47 16.55 15.29 14.81
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST ELSS/TAX SAVER FUNDS 6.49 -3.8 6.76 15.83 15.11 14.03
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram LT MC Tax Advantage Fund-Sr.III (IDCW) 28.7407 2.57 14.29 17.82 22.38 63.44 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.III (G) 32.8493 2.57 14.29 17.82 22.38 63.44 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.VI (IDCW) 25.5126 2.52 13.58 18.13 23.05 30.91 1.42 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.VI (G) 26.3986 2.52 13.58 18.13 23.05 30.91 1.42 500.00 invest
Sundaram LT Tax Advantage Fund - Sr.II (IDCW) 27.0320 0.03 0.00 0.00 0.00 13.09 1.38 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-City Union Bank Mar 31, 2026 11.99 5.37 -15.26
Equity-HDFC Bank Mar 31, 2026 10.83 4.84 -17.60
Equity-Axis Bank Mar 31, 2026 10.60 4.74 -16.08
Equity-Bharti Airtel Mar 31, 2026 10.19 4.56 -5.16
Equity-Tata Motors Mar 31, 2026 9.87 4.42 -21.87
Equity-Larsen & Toubro Mar 31, 2026 9.69 4.34 -18.10
Equity-Astral Mar 31, 2026 9.59 4.29 -4.13
Equity-ICICI Bank Mar 31, 2026 9.04 4.05 0.00
Equity-Hatsun Agro Mar 31, 2026 8.31 3.72 3.78
Equity-Delhivery Mar 31, 2026 7.79 3.49 -3.85

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SCHEME DETAILS

AMC Name
SBI Mutual Fund
Fund Name
SBI Long Term Advantage Fund - Series VI (IDCW)
Contact Person
Nidhi Chawla
Registered Address
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Telephone No
022-61793000
Fax No.
022-67425687
Email
customer.delight:sbimf.com
Website
www.sbimf.com