All comparisons
Head-to-head
SBI Tax Advantage Fund - Series III - Direct Plan - Growth OptionvsSBI Long Term Advantage Fund - Series V - Direct Plan - Growth
Side-by-side comparison of SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option and SBI Long Term Advantage Fund - Series V - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elss
SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option
3Y ago₹1.83 L
5Y ago₹3.35 L
elss
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth
3Y ago₹1.78 L
5Y ago₹2.10 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | SBI Tax Advantage Fund - Series… | SBI Long Term Advantage Fund - … |
|---|---|---|
| Fund house | SBI Mutual Fund | SBI Mutual Fund |
| Category | ELSS | ELSS |
| Latest NAV | ₹79.834 | ₹33.6092 |
| Assets managed (AUM) | — | — |
| 1Y return | 32.02% | 4.08% |
| 3Y CAGR | 22.27% | 21.12% |
| 5Y CAGR | 27.37% | 15.97% |
| Since inception CAGR | 19.95% | 16.36% |
| Bumpiness · 3Y (annualised σ) | 12.17 | 14.83 |
| Worst drop ever | -31.37% | -35.76% |
| Sharpe · 3Y (rf=6%) | 1.19 | 0.90 |
Explore each fund individually
SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option →SBI Long Term Advantage Fund - Series V - Direct Plan - Growth →
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