MF Gyan
elssHigh risk

SBI Long Term Advantage Fund - Series V - Direct Plan - IDCW

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From SBI Mutual Fund. It's been running since 3 Jul 2018.

Latest price per unit
₹33.6104
0.42% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.04 L
₹4.1k gain · 4.1% / year
Invested 3 years ago
₹1.78 L
₹77.7k gain · 21.1% / year
Invested 5 years ago
₹2.10 L
₹1.10 L gain · 16.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
14.8%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-35.76%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)
CAGR — 1 year4.08%
CAGR — 3 years21.12%
CAGR — 5 years15.97%
CAGR — since launch16.36%
Volatility — 1 year (annualised)14.78%
Volatility — 3 years (annualised)14.83%
Max drawdown — 1 year-16.00%
Max drawdown — 3 years-16.19%
Sharpe ratio — 1 year (rf=6%)-0.13
Sharpe ratio — 3 years (rf=6%)0.90

Fund info

Fund house
SBI Mutual Fund
Category
ELSS
Plan
Direct
Option
IDCW
ISIN (Growth)
INF200KA1RX6
ISIN (Div re-invest)
Fund code
142140
First price on record
3 Jul 2018 · 2,022 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.