Should I invest in SBI Long Term Advantage Fund - Series V?

We don't give personal investment advice. SBI Long Term Advantage Fund - Series V - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.2%. 5-year CAGR: 16.95%.

SBI

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

Latest NAV

₹33.3082

As of

17 Jul 2026

1,987 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.37%	+0.16%	-0.53	50 / 59	Q4
1W	+0.84%	+0.01%	+0.83	5 / 59	Q1
2W	+0.70%	+0.41%	+0.29	15 / 59	Q2
1M	+2.68%	+1.60%	+1.07	9 / 59	Q1
3M	+6.27%	+3.41%	+2.85	14 / 59	Q1
6M	+2.62%	+3.24%	-0.62	22 / 59	Q2
YTD	+2.24%	+2.42%	-0.18	19 / 59	Q2
1Y	+1.03%	+6.87%	-5.83	38 / 59	Q3
2Y	+10.30%	+4.51%	+5.80	7 / 58	Q1
3Y	+20.42%	+14.16%	+6.26	3 / 58	Q1
4Y	+20.14%	+15.94%	+4.20	6 / 51	Q1
5Y	+16.95%	+14.21%	+2.74	8 / 47	Q1
7Y	+18.55%	+17.19%	+1.37	14 / 45	Q2
10Y	—	—	—	—	—
Inception	+16.52%	+14.54%	+1.98	18 / 59	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.24%	-0.01%	+2.25	14 / 53
2025	+9.90%	+3.70%	+6.20	7 / 53
2024	+43.78%	+20.13%	+23.65	2 / 53
2023	+16.72%	+30.82%	-14.10	51 / 51
2022	+2.44%	+3.78%	-1.33	32 / 47
2021	+34.31%	+39.32%	-5.01	29 / 50
2020	+14.85%	+18.42%	-3.57	35 / 50
2019	+13.99%	+6.48%	+7.51	9 / 47
2018	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.96%

86 windows

min -18.9% · max 61.3%

90% positive

3-Year rolling

+20.64%

62 windows

min 14.8% · max 28.6%

100% positive

5-Year rolling

+20.22%

38 windows

min 13.0% · max 29.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+18.55%

13 windows

min 16.3% · max 20.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.01%

3-year · annualised

Sharpe ratio

0.88

vs risk-free 6.5%

Sortino ratio

1.85

Downside-only deviation

Max drawdown

-16.19%

Jul 2025 → Mar 2026

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ELSS

Scheme	Fund house	NAV	As of
HDFC ELSS Tax saver - Growth Option - Direct Plan	HDFC	₹1,497.0580	17 Jul 2026
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹144.8728	17 Jul 2026
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH	SBI	₹479.1199	17 Jul 2026
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth	ICICI Prudential	₹1,043.9300	17 Jul 2026
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth	Invesco	₹148.3100	17 Jul 2026
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth	Bandhan	₹179.3500	17 Jul 2026
quant ELSS Tax Saver Fund - Growth Option - Direct Plan	Quant	₹460.9956	17 Jul 2026
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹69.9900	17 Jul 2026
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option	Motilal Oswal	₹63.7427	17 Jul 2026
Franklin India ELSS Tax Saver Fund - Direct - Growth	Franklin India	₹1,617.9351	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹33.3082
16 Jul 2026	₹33.4303
15 Jul 2026	₹33.0852
14 Jul 2026	₹32.7978
13 Jul 2026	₹32.9303
10 Jul 2026	₹33.0322
9 Jul 2026	₹32.8201
8 Jul 2026	₹32.5211
7 Jul 2026	₹33.1262
6 Jul 2026	₹33.2415

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of SBI Long Term Advantage Fund - Series V - Direct Plan - Growth is ₹33.3082. It's a ELSS from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Long Term Advantage Fund - Series V - Direct Plan - Growth has NAV history starting from 03 Jul 2018, a track record of about 8 years. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

SBI Long Term Advantage Fund - Series V - Direct Plan - Growth is managed by SBI. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Long Term Advantage Fund - Series V - Direct Plan - Growth has delivered a absolute return of 1.03% — -5.83 pp behind the ELSS category average of 6.87%. The fund ranks #38 of 59 in its category — the third (Q3) quartile.

Over the trailing 3-year window, SBI Long Term Advantage Fund - Series V - Direct Plan - Growth has delivered a CAGR of 20.42% — +6.26 pp ahead of the ELSS category average of 14.16%. The fund ranks #3 of 58 in its category — the top (Q1) quartile.

Over the trailing 5-year window, SBI Long Term Advantage Fund - Series V - Direct Plan - Growth has delivered a CAGR of 16.95% — +2.74 pp ahead of the ELSS category average of 14.21%. The fund ranks #8 of 47 in its category — the top (Q1) quartile.

₹1 lakh invested in SBI Long Term Advantage Fund - Series V - Direct Plan - Growth exactly 5 years ago would be worth approximately ₹218,805 today — a multiplier of 2.19×, based on the 5-year CAGR of 16.95%. The category average over the same window would have grown ₹1 lakh to ₹194,351.

A ₹10,000 monthly SIP in SBI Long Term Advantage Fund - Series V - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹933,810 today. That's an XIRR (money-weighted annualised return) of 17.73%.

SBI Long Term Advantage Fund - Series V - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,668,962 — XIRR 19.26%.

On a 5-year basis, SBI Long Term Advantage Fund - Series V - Direct Plan - Growth ranks #8 out of 47 funds in the ELSS category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 14.21%; this fund delivered 16.95%.

The worst peak-to-trough decline SBI Long Term Advantage Fund - Series V - Direct Plan - Growth has experienced over the last 5-year window is 16.19% — its NAV fell from a high on 23 Jul 2025 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Long Term Advantage Fund - Series V - Direct Plan - Growth averaged 20.22% (best 29.56%, worst 12.99%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.69 — reasonable risk-adjusted performance.

In calendar year 2025, SBI Long Term Advantage Fund - Series V - Direct Plan - Growth returned 9.90% — beating the ELSS category average of 3.70% by 6.20 pp. It ranked #7 of 53 in its category that year.

SBI Long Term Advantage Fund - Series V - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI Long Term Advantage Fund - Series V - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.2%. 5-year CAGR: 16.95%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

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

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in ELSS

Recent NAVs

Frequently asked questions

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