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SBI Long Term Advantage Fund Series III
Fund Overview
| AUM (Fund size) | ₹69 Cr |
| Exit load | 0% |
| Lock-in Period | 3 Years |
| Age | 9 yrs 10 m since Dec 31, 2015 |
| Benchmark | BSE 500 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.39% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| SBI Long Term Advantage Fund Series III | 1.01% | 0.68% | -1.69% | 15.74% | 21.6% | N.A. |
| HDFC ELSS Tax Saver Fund | 0.1% | 5.95% | 12.19% | 21.38% | 23.9% | 14.55% |
| SBI ELSS Tax Saver Fund | 0.8% | 4.88% | 7.87% | 23.94% | 23.75% | 15.15% |
| Parag Parikh ELSS Tax Saver Fund | -1.37% | 2.4% | 8.2% | 16.7% | 19.91% | 12.4% |
| DSP ELSS Tax Saver Fund | 1.55% | 4.73% | 9.3% | 20.1% | 21.45% | 16.29% |
| Franklin India ELSS Tax Saver Fund | 1.01% | 3.93% | 7.26% | 18.5% | 20.86% | 13.77% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| SBI Long Term Advantage Fund Series III | 13.98 | 0.97 | 0.62 | 0.91 |
| HDFC ELSS Tax Saver Fund | 11.22 | 0.83 | 1.23 | 2.01 |
| SBI ELSS Tax Saver Fund | 13.06 | 0.95 | 1.21 | 1.97 |
| Parag Parikh ELSS Tax Saver Fund | 9.37 | 0.66 | 1.01 | 1.52 |
| DSP ELSS Tax Saver Fund | 13.12 | 0.96 | 0.94 | 1.83 |
| Franklin India ELSS Tax Saver Fund | 12.55 | 0.94 | 0.89 | 1.30 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| SBI Long Term Advantage Fund Series III | 69 Cr | 9 yrs 10 m | 1.39% |
| HDFC ELSS Tax Saver Fund | 17,194 Cr | 29 yrs 11 m | 1.7% |
| SBI ELSS Tax Saver Fund | 31,783 Cr | 18 yrs 6 m | 1.57% |
| Parag Parikh ELSS Tax Saver Fund | 5,791 Cr | 6 yrs 4 m | 1.72% |
| DSP ELSS Tax Saver Fund | 17,241 Cr | 18 yrs 11 m | 1.62% |
| Franklin India ELSS Tax Saver Fund | 6,788 Cr | 26 yrs 7 m | 1.8% |